Cloud Investments

Everyone deserves the opportunity to work with a firm that has your best interest in mind. Our firm is built upon trust. At Lentz Thompson Retirement Advisors, we view our clients as family and manage each person's wealth plan as if we were making decisions for ourselves. We are motivated to seek results that are in our clients' best interest. Our desire to see your plan succeed drives each and every solution we implement.

Southern Heritage Financial Group is a comprehensive wealth, retirement and estate planning firm that is committed to helping local retirees and pre-retirees plan for and work towards achieving their retirement goals. The firm offers a wide range of services, including investments, financial planning, investment advisory services, investment securities, mutual funds, retirement planning services, and stock & bond brokers. Southern Heritage Financial Group is a trusted advisor for many local retirees and pre-retirees, and has been helping them achieve their financial goals.