First Heritage's Life Stage Strategies

Strengthen the financial stages of your life...

Over time, our lives evolve into different stages with varying financial needs and unexpected twists and turns that can derail even the best of intentions. First Heritage understands that special financial considerations are needed throughout the different stages of our lives. Wherever you are on lifeís journey, we have the experience, personnel and products to guide you toward the attainment of your financial dreams and goals.

To take advantage of our specific products and programs, click on the stage thatís right for you, and see how we can help you strengthen your financial position.








Practice basic money skills that can help form solid financial habits








Learn to manage money and prepare for the cost of higher education






Getting Started

Financial advice for young adults entering the work force





Families on the Go

Managing the financial responsibilities of family life









Career-Focused Adults

Financial guidance for maturing adults without children








Transform your financial habits to prepare for the future





Golden Years

Protect your wealth and start paying yourself


For help determining the best practices and products for sound and productive money management during your particular Life Stage, please contact us at 607-936-4667, 1-800-833-3338 or email us at

Warning: Email is not a secured method of communication and personal information, such as account number, date of birth and social security number should not be included in any email communications.