Heritage Website

812-722-3699

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    • Home
    • Services
      • Medicare & Health
      • Retirement & Income
      • Life & Legacy
    • Our Team
    • Contact
Heritage Website

812-722-3699

  • Home
  • Services
    • Medicare & Health
    • Retirement & Income
    • Life & Legacy
  • Our Team
  • Contact

Guidance for Medicare, retirement, and protecting what matters most

Guidance for Medicare, retirement, and protecting what matters mostGuidance for Medicare, retirement, and protecting what matters mostGuidance for Medicare, retirement, and protecting what matters most

 Local guidance for Medicare, retirement, and protecting your family. 

Schedule a Consultation

Guidance for Medicare, retirement, and protecting what matters most

Guidance for Medicare, retirement, and protecting what matters mostGuidance for Medicare, retirement, and protecting what matters mostGuidance for Medicare, retirement, and protecting what matters most

 Local guidance for Medicare, retirement, and protecting your family. 

Schedule a Consultation

Important decisions shouldn't feel overwhelming.

Medicare is confusing and changes every year.

 Medicare is the single most important decision a person makes once they retire. Things change all the time - doctors leave networks and medications stop being covered. It's okay - we got you. 

You deserve clear guidance from someone you trust.


Worried about running out of money in retirement?

 You're not alone. This is the most common concern people share about retirement. Thankfully, we can make sure you never have this worry. 

Insurance and investments need to work together.

 We specialize in both, so we can make sure all of your plans and strategies are maximized for your benefit.  

How We Help

Medicare & Health

Retirement & Income

Retirement & Income

 Helping you navigate Medicare, prescription coverage, and healthcare options so you can feel confident in your coverage decisions. 

Retirement & Income

Retirement & Income

Retirement & Income

Helping you think through retirement income, financial risks, and strategies designed to help you maintain stability throughout retirement. 

Life & Legacy

Retirement & Income

Life & Legacy

Helping you protect your family through life insurance and planning strategies designed to provide long-term financial security. 

Get in Touch

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Heritage Insurance & Investments

1225 N Gardner St, Scottsburg, IN 47170

812-722-3699 office@heritageinsuranceandinvestments.com

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09:00 am – 04:00 pm

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Heritage Insurance & Investments LLC

1225 North Gardner St, Scottsburg, IN 47170

812-722-3699

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