4.9/5 Rating
From over 2600 reviews.
Products & Providers
PH Financials help many of the industry's top financial services and insurance companies bring their products to families and individuals throughout North America.
Making a Difference
Explore how our team of leaders are helping everyday families and individuals get the financial education and tools they need.
Products & Providers
Revolution is trusted by some of the industry’s top companies to present their products to families, individuals, and businesses.
Our platform offers
Our platform offers you the power of choice and flexibility.
Trusted Provider Partnerships
Custom Financial Strategies
Flexible Plan Options
Our Platform
Real-World Products
Help clients prepare for uncertainty, as they may live too long, die too soon or become disabled. They need products that can help them protect the life they’ve built.
You’ll be able to offer people a variety of options to help them prepare for their leisure years.
many families and individuals can benefit from the help of a financial professional.
Their assets may not be what they intended. Families and individuals need to be aware of this risk. They need a financial professional who can work with their attorney and tax professional in funding legacy strategies that can include life insurance products.
foundation. Although the need for long-term care may be far into the future for many people, the time to plan for it is now – to help ensure expenses are covered if and when extended care is needed.
They need to ensure the future security of their business. As a licensed financial professional, you can offer a variety of products and services to help them meet these needs.
Our Commitment
Our Commitment
Our organization is focused on you and your needs, goals, and objectives. We strive to help individuals,
families, and businesses create sound strategies for the future focused on saving money, reducing debt, protecting those things that are most valuable to you, and helping entrepreneurs create income streams.
Why Choose Puzz Heritage Financials
Choosing the right financial partner can shape your future — and we’re here to make that future brighter. Here’s why individuals, families, and entrepreneurs across North America choose Puzz Heritage Financials:
Mission-Driven Approach
We’re guided by a commitment to No Family Left Behind — making financial education and services accessible to all, regardless of background.
Experienced Professionals
Our financial experts have helped over 4.6 million families gain clarity, protection, and control over their financial futures since 2001.
Comprehensive Solutions
From insurance protection and retirement strategies to legacy planning and college funding, we offer a full range of tailored financial tools.
Entrepreneurial Empowerment
We support aspiring financial professionals with the tools, training, and community they need to build a purpose-driven business.
Resource Center
Empower Your Financial Journey
Access expert guidance, tools, and educational content in our Resource Center to simplify financial planning and support informed decision-making.
Our Professional
Professional & Informative
Discover
The number of middle-class Americans who say they are living paycheck-to-paycheck.1
Strategize
The number of American households that are uninsured.2
Implement
The percentage of U.S. adults who say they are uncomfortable with their level of emergency savings.
Testimonial
Real Reviews from Our Clients About Tangible Results
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The financial guidance I received gave me peace of mind. They made complex concepts easy to understand and gave me the confidence to take control of my finances
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I’m so grateful for the team at Puzz Heritage Financials. They helped me secure my family’s future with thoughtful, tailored solutions that really fit our needs
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The service I received was outstanding! Puzz Heritage Financials provided clear strategies, and I now feel more confident about my financial future and the legacy I’ll leave.
There are two primary ways we can assist with your financial future:
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By helping you reach your personal financial goals for yourself and your family.
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