Soosy Pothen, co-founder of Heritage Financial Services, is a trusted financial consultant with deep expertise in estate and retirement planning. Dedicated to crafting personalized financial strategies, Soosy partners with individuals and organizations to help them achieve retirement readiness, long-term care security, and lasting legacy preservation. Her strategic and client-focused approach empowers clients to take charge of their finances, safeguard their assets, and build sustainable wealth for generations to come.

 

Explore the proven strategies that successful individuals and businesses use to secure their financial future and create enduring legacies. Take the first step toward financial confidence, peace of mind, and long-term prosperity today.