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Alternative Investments


Alternative Investments



Protecting your hard-earned assets in perhaps the most volatile era in generations can be easier than you think. And there may not be a more important time than now to safeguard all that you’ve worked so hard to achieve.

Integrating fixed-index annuities into your portfolio can protect you from market loss during a downturn while giving you the opportunity to realize market gains during the good times.

Choosing the right fixed-index annuity can provide the best of both worlds – security and results. Heritage Wealth Management has an in-depth portfolio of the most competitive, guaranteed and safe annuity products available to the general public today.

Annuities, like everything else, are continuously evolving. The features and benefits of a fixed-index annuity today compared to even a few years ago are as different as the comparison between an apple and an orange. One of the biggest innovations of modern indexed annuities is the ability to custom design and deliver an annuity that perfectly matches the individual needs of the client.

At Heritage Wealth Management, we recognize that retirement planning is not a “one-size-fits-all” approach. It is our hope that you will give us the opportunity to show you all that is possible when it comes to customizing your retirement planning.