You Desire Independence.
We Help Deliver It.
Whether you’re starting your professional journey or steering through retirement, we’re a trusted ally who can keep you on track and point you toward your dream financial destination.
Our Goal Is to Serve You,
Not Sell You
At our office, we believe in providing unbiased guidance, free from any restrictions imposed by companies or their employees. Our dedicated agents are empowered to explore all options to ensure they find the best solution for each client’s unique situation.
Regardless of where you are in life, our approach begins with getting to know you on a personal level. We take the time to understand your goals, preferences and concerns, ensuring we build a genuine relationship based on trust. With this foundation, we develop a strategy specifically tailored to your unique situation. There’s no pressure, no hassle and no obligation — just a collaborative effort to help you succeed financially.
What are these folks going
to try to sell me?
Is there a catch?
How awkward will this be?
Our Goal is to Serve You, Not Sell You
At our office, we believe in providing unbiased guidance, free from any restrictions imposed by companies or their employees. Our dedicated agents are empowered to explore all options to ensure they find the best solution for each client’s unique situation.
Regardless of where you are in life, our approach begins with getting to know you on a personal level. We take the time to understand your goals, preferences and concerns, ensuring we build a genuine relationship based on trust. With this foundation, we develop a strategy specifically tailored to your unique situation. There’s no pressure, no hassle and no obligation — just a collaborative effort to help you succeed financially.
What are these folks going to try to sell me?
Is there a catch?
How awkward will this be?
Your Pathway to Freedom Starts Here
At American Heritage Financial, our mission is to lead you to financial independence by mapping out a unique route to your ideal retirement, much like a GPS efficiently guides you to that dream vacation spot.
We do that by walking you down our AHF Pathway to Freedom, which addresses three key financial questions:
Step 1: Where Are We Going?
Step 2: How Do We Get There?
Step 3: What Will We Find Next?
We’re not loud. We don’t boast a lot. We just quietly go about our day, and when somebody says our name, we just raise our hand and help.”
— Craig Jernigan, American Heritage Financial President
We’re not loud. We don’t boast a lot. We just quietly go about our day, and when somebody says our name, we just raise our hand and help.”
— Craig Jernigan, American Heritage Financial President
Will your money last as long as you do?
Check out this 8-page guide to see why a retirement income analysis is important for your retirement.
Learn how an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.
Read how much the average person spends on health care today.
(You might be surprised at the number!)
Make sure you’re asking the right questions about retirement: How do I make my money last? How could a long-term care strategy help my family’s long-term medical needs?
Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.
If You’re Ready to Have a Conversation, We’re Ready to Help
Contact us today to learn how we have helped hundreds of individuals and families find the financial independence they sought by delivering services and products tailored to their distinct needs, goals and circumstances.