Business
Today, we introduce you to another new member to the Heritage Team, Eric Pettit.Eric and Shanna have known each other for a long time and worked together previously, and Shanna jumped at the chance to bring Eric into the office.A big family man, Eric talks about his wife and kids, and how he and his wife have changed careers after moving to Arizona from Louisiana in 2005. What brought Eric to the Heritage Financial team is the fiduciary standard. Some firms claim to serve their clients best interests, but put advisors in a tricky spot between their clients and employers. At Heritage, the fiduciary standard mandates every decision be made in our clients' best interest.Why is Eric passionate about financial planning? He tells the story of his grandmother - and how one person's bad decision on one day ruined her entire retirement. It taught him about the importance of diversification. He doesn't want to see anyone's retirement ruined so easily.Eric is an avid outdoorsman and talks about how much he loves the diversity offered by Arizona.To contact Heritage Financial: Call 480-397-1184Or visit https://www.heritagefinancialaz.com/