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Shanna Tingom, AAMS®

Co-Founder, Heritage Financial Strategies

Phone: 480.397.1184
E-mail: shanna@heritagefinancialaz.com
heritagefinancialaz.com

Shanna Tingom is the co-founder of Heritage Financial Strategies. Her specialty is working with female entrepreneurs, business leaders and individuals experiencing life transitions.

Tingom was 19 when a financial adviser dismissively reached across the desk, patted her on the head, and said, "Don't worry sweetheart, your husband will take care of this money stuff for you someday." Since then, Tingom has built a career out of helping others take charge of their financial futures.

Latest Features

Building Wealth
July 2017

Fiduciary Rule Basics for Investors

If you’re getting notices from your financial professional about changes in how they operate, it may be because of the new Department of Labor fiduciary rule. Here’s what retirement savers should know.

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Building Wealth
April 2017

Your Financial Plan Shouldn’t Include Winning the Lottery

Behind in your retirement goals? Don't just sit there and worry. There are steps you can take today to take control of your future.

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Building Wealth
February 2017

The Importance of Budget Planning in Retirement

Drawing up a detailed budget can be the difference between a carefree retirement and years of penny-pinching and worrying. Here are some tips.

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Building Wealth
December 2016

5 Money Lessons Women Must Learn

It's important to understand these five basic points in order to take control of your life and be financially independent.

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Building Wealth
November 2016

Top 9 Financial Planning Mistakes

No matter your age or current fiscal status, you can help yourself achieve all your financial goals by avoiding these coming errors.

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Building Wealth
July 2016

7 Questions to Ask Before Hiring a Financial Professional

You should interview several people to make sure you find the best match for you.

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