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Investments & Insurance

Investments & Insurance


Doug Shows
Vice President
Direct 706.378.3975
Fax 706.291.9346

Email dshows@HFBII.com

Check the background of this Investment Professional on FINRA's BrokerCheck.

Mutual Funds

We offer mutual funds from top rated companies in both commissioned and fee based accounts.

Rollover 401k Retirement Plans

We offer solutions for you to rollover retirements plans from former employers.

Annuities

Annuities are an excellent tool to help plan for your financial security. Annuities offer a variety of benefits including:

  • Tax-deferred growth
  • Principal protection
  • Ability to avoid probate
  • Lifetime income

There are different types of annuities including fixed, variable, and fixed index. Call us to see how an annuity may benefit you.

Managed Accounts

We can create asset allocation solutions and an investment strategy to meet your financial goals. Together, we will identify your objectives and risk tolerances to provide a customized portfolio. We will provide ongoing evaluation and recommendations as we work together.

Tax Efficient Strategies

We offer several solutions for our customers who are concerned about interest rates, market fluctuations and taxes. These products are offered through strong and highly rated companies.

Life Insurance

We offer term and permanent life insurance from the highest rated carriers. Whether providing financial security for your family or helping a charity, we can assist you in making a well-informed decision. We can also show you how life insurance can be an effective savings vehicle.

If you are a business owner, we can provide life insurance strategies to protect the succession of your business. Estate planning is another area where we can utilize properly structured life insurance to benefit your family.

Income Protection Insurance

We insure our cars, homes and lives. Why not insure our income?

We can provide solutions to protect your loss of income due to sickness or injury. Individual and group policies are available from highly rated carriers.

Structured Settlements

Our structured settlement service may be a solution for you if:

  1. You are working with an attorney in an injury or wrongful death case;
  2. You are selling a business to another party; or
  3. You are involved in a divorce.

Long Term Care Insurance

Long Term Care Insurance may help provide a financial safety net for you and your family due to the high cost of long term care services. These rising cost could quickly erode your savings.

Acquiring a long term care policy while you are in good health may assist in obtaining these services later in life. We have several flexible products that may fit your personal needs and priorities. Traditional policies to new, multipurpose products with additional benefits are available. We encourage you to schedule an appointment today.

Heritage First Investments and Insurance is a wholly owned subsidiary of Heritage First Bank. Advisory Services are offered through Investment Advisors, a division of ProEquities, a Registered Investment Advisor. Securities are offered through ProEquities, Inc., a registered Broker-Dealer, Member FINRA & SIPC.

Heritage First Investments and Insurance and Heritage First Bank are independent of ProEquities, Inc. Investment and Insurance products are not FDIC-Insured, may involve loss of principal, and have no bank guarantee.