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Business Owner Solutions


How prepared are you for the future? As you continue to build, protect, and enhance the financial well-being of your business, what day-to-day challenges do you face?

You might have long term challenges:

  • How will I continue to recruit and retain key employees?
  • Will my key employees be able to save enough money for retirement with the current benefits we have in place?
  • What if a key employee becomes too sick or hurt to work?

And, if you’re a closely held business, you might also be thinking:

  • What’s the value of my business? Is there a market for it?
  • Do the plans in place allow me to transfer my business to the right person at the right time for the right amount?
  • Could my business survive without me or my employees?

At American Heritage Financial, we help create an Advisor Team comprised of trusted professionals (CPA, attorneys, financial advisors, etc) to create innovative solutions to address multiple ways to protect your business, protect your employees, and protect your lifestyle.

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Our Locations

Pensacola, Florida
Lafayette, Louisiana
Palm Bay, Florida
Tallahassee, Florida
Texarkana, Texas
Birmingham, Alabama
Fort Walton Beach, Florida
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*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. Investing involves risk which includes potential loss of principal.
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