Keith Heritage is a Financial Advisor and the owner of Heritage Financial, LLC. He has over 15 years of experience in the Financial Services Industry. He received his financial designations from The American College of Financial Services, the leading financial education college. His main goal is to help his clients effectively and intelligently pursue and attain their financial goals. He will work with you to create a comprehensive wealth management plan that will help you accumulate and grow your wealth, protect and preserve your assets, transfer wealth to others during your lifetime and distribute your financial assets wisely.
Keith holds Top of the Table membership at Million Dollar Round Table, a trade association for financial advisors and insurance brokers that requires members adhere to strict ethical standards. He is also a member of the Association for Advanced Life Underwriting, an organization that advocates for the life insurance industry.
In his free time, Keith enjoys golf, travel, flying airplanes, snowboarding, and visiting his family. Keith and his wife April own a 150-acre horse farm in Alachua, FL. He takes great pride in his horses and has won many awards over the years from the American Quarter Horse Association, the American Paint Horse Association, and the National Cutting Horse Association.