Casey Knake, CFP®, CLU, ChFC

Casey Knake, CFP®, CLU, ChFC

Financial Advisor

The financial professionals at Heritage Financial Services, LLC, are here to help you realize your financial goals by helping you make the most of your money.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Shelter Your Retirement Lifestyle

An umbrella liability insurance policy takes effect in the event that the limits of your primary insurance policies are exhausted.

Most Recoveries Are Announced Months After They Begin

Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

Don't Let a Disability Cripple Your Family's Finances

One way to help protect against the financial ruin that a disability can bring is through disability income insurance.

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