(800) 421-4184
(727) 567-8143
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About Heritage
You and Your Financial Advisor
Perhaps the greatest advantage of working with a financial advisor is the value he or she can add in helping you to put all pieces of the puzzle together. Beginning with asset allocation, financial advisors can help investors develop a total financial plan, which includes furnishing advice on everything from saving for a first home to investing for college and funding retirement.
For more complete information about any Heritage mutual fund, including the investment objectives, risks, sales charges and expenses, please download or call (800) 421-4184 for a prospectus that contains this and other important information. Please read the prospectus carefully before you invest or send money.
Heritage Fund Distributors, Inc., Member FINRA. Investments are not FDIC-insured nor are they deposits of or guaranteed
by a bank or any other entity. May lose value.
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