Our Story
We empower retirees with tailored annuity strategies that protect assets and build lasting wealth.
Plan Smarter. Grow Stronger. Don’t miss our latest financial strategies.
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At Heritage Annuity Group, we believe that smart financial decisions begin with trust. As your dedicated annuity and retirement income partner, we bring decades of experience and personalized strategies designed to help you protect your future and build lasting financial security.
Who We Are
We are a team of certified annuity and retirement specialists committed to simplifying complex financial decisions and delivering solutions that align with your long-term goals.
Why We Exist
To be the annuity and retirement income compass for our clients — helping them make informed decisions, reduce risks, and achieve lifelong financial security.
Pioneering Retirement Security
Since our inception, Heritage Annuity Group has led with innovation, strategic expertise, and a client-first mindset. We’ve redefined what it means to be a modern annuity and retirement solutions provider, delivering smart, reliable guidance for every stage of your financial journey.
Proven Track Record of Success
Innovative Financial Strategies
Client-First Mindset
Meet Our Advisory Team
Joshua Horton
Retirement Planning Specialist
Mason Reynolds
Senior Wealth Strategist
James Carter
Chief Financial Advisor
Why We Are People's First Choice
Client Success First
Over 125,000+ satisfied clients trust Trustify for delivering reliable, goal-driven financial.
Tailored Financial Plans
We tailor every plan to your unique goals, ensuring you always receive advice that fits your lifestyle.
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Clear, Ongoing Support
With transparent updates, accessible advisors, and ongoing guidance, we make sure.
Book Your Free Consultation
Client Success First
Over 1000+ satisfied clients trust Heritage Annuity Group for delivering reliable, goal-driven financial.
Tailored Financial Plans
We tailor every plan to your unique goals, ensuring you always receive advice that fits your lifestyle.
Clear, Ongoing Support
With transparent updates, accessible advisors, and ongoing guidance, we make sure.
© 2026 Heritage Annuity Group. All rights reserved.
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