Welcome to
American Heritage Financial

Welcome to AHF where our financial planners focus on helping you coordinate all the major moving parts of your financial picture. In other words, we want to be on your staff but not on your payroll.

We work with retirees and pre-retirees in crucial areas to eliminate waste, coordinate benefits better and make greater use of the money you’re already allocating today. Did you know you may be able to increase your income in retirement by 30-50% without saving any more money? We strongly believe the sooner we get on a more efficient path, the greater the results!


Click a topic below to learn more




Leaving a Legacy
Savings & Investments
Life Insurance

*Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. American Heritage Financial, LLC is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.   American Heritage Financial, LLC may conduct life insurance and securities business in Florida and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed. This content should not be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.   Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica, American Heritage Financial, LLC, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.  
Investing involves risk which includes potential loss of principal. Guarantees are subject to the claims paying ability of the issuing insurance company.  
Not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any other governmental agency.