Heritage Tax and Insurance Services, Inc. is owned by Matthew D. Copley and is the successor company to White Securities, Inc., a local investment firm founded in 1990. We have been in our current Mission Valley location since 2004 and have helped preserve and grow the assets of many of your friends and neighbors over the years. We are a full-service planning firm combining a Registered Investment Advisory, Annuity and Insurance Services, Social Security Maximization, Tax Planning and even a Mortgage Banking division specializing in Reverse Mortgages. We are experts at helping retirees manage their wealth with a focus on income planning, enabling them to prosper in retirement and live independently on their own terms.