Leaving a Legacy
Medicare
Savings & Investments
Life Insurance

Welcome to
American Heritage Financial

Welcome to AHF where we specialize in 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. Many times, our planning process can increase your overall retirement output by 30-50% without increasing risk or allocating new monies. We strongly believe the sooner we get on a more efficient path, the greater the results!


Financial Planning Services



 


Contact Your New Financial Professional Today!

 

 

Our Locations

Pensacola, Florida
Lafayette, Louisiana
Palm Bay, Florida
Tallahassee, Florida
Texarkana, Texas
Birmingham, Alabama
Fort Walton Beach, Florida

Check the background of your financial professional on FINRA's BrokerCheck.

*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 is authorized to conduct life insurance and securities business in Florida and may be licensed in other states. American Heritage Financial, LLC cannot conduct life insurance or securities business in states in which we are not licensed. This website is in no way to 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.

Guarantees are subject to the claims paying ability of the issuing insurance company.

American Heritage Financial, LLC is not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services or any other governmental agency.

All numeric examples and any individuals shown are hypothetical and were used for explanatory purposes only. Actual results may vary.

The use of asset allocation or diversification does not assure a profit or guarantee against a loss.

Login