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There are many financial products on the market. As part of our Advisory Services, we take on the task of selecting the investments in your portfolio as well as ongoing management. Often times, this is the most intimidating part of investing. The same can be said about insurance and other products as well. Objective advice often includes not only what to own or buy, but sometimes what not to. Not to mention, these decisions will undoubtedly change over time. We strive to be there for the long term in helping you make these decision through all phases of life.

Below is a list of different financial instruments that we have provided for our clients. Understand that we do not recommend all products to all clients. This list is just a reference of our expertise.

  • Financial Planning
  • Fee Based Investment Management
    • Traditional IRA/ Roth IRA
    • Rollover old employer 401(k)
    • Group Retirement and Savings Plans
    • Savings Incentive Match Plan (Simple IRA)
    • Simplified Employee Pension Plan (SEP IRA)
    • 401(k) Retirement Plans
    • Qualified Retirement Plans
  • Life Insurance
  • Long-Term Care, Disability and Critical Illness
  • Health Insurance- Group and Individual Health Benefits

7926 East 171st Street
Belton, Missouri
64012 United States

dthompson@heritage-kc.com

816-322-6350

Investment Advisor Representative offering Securities and Investment Advisory Services through Cetera Advisors LLC, Member FINRA/SIPC, a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com

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