“What you do today can improve all of your tomorrows.”– Ralph Marston
Heritage Update
Lock Down Your Credit
Convenience is great—until it leaves your personal data exposed. A credit freeze is a simple, free way to block identity thieves from opening accounts in your name without affecting your credit score. It’s quick, effective, and worth the effort. For details, see our article “Have You Considered a Credit Freeze?”
Heritage in the Community
In January, Heritage was proud to serve as a sponsor of the Soroptimist of Pompano Beach Chili and Chowder Cook-Off held at Frank McDonough Park in Lighthouse Point. The event featured music, a mechanical bull, and lots of chili and chowder, bringing together local families and businesses in support of the Soroptimists’ mission to transform the lives of women and girls through education, empowerment, and training opportunities.
Tax Season Tune Up
Tax season is here, and early preparation pays off. Gather documents, review deductions, and confirm retirement contributions before deadlines approach. A little planning now can reduce stress and help you stay aligned with your financial goals.
Employee Profile
Erik Johnson
Wealth Manager
Erik has been with Heritage since 2011 and holds a bachelor’s degree in business management from the University of Akron. He works out of our Orlando office and is responsible for portfolio management and client service in the central and northern Florida regions. Outside of the office, Erik enjoys gardening and traveling with his wife.