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Institutional Services


AHF offers an array of services for small, mid and larger institutional clients:

  1. Group Health Benefits
  2. Retirement Plans 401(k), 403(b,) 457, DB, Profit Sharing
  3. Business Succession Plans
  4. Key Man Policies
  5. Endowment & Foundation Structuring & Asset Management Services

We integrate the various services needed, with a single point of contact for all questions and solutions. AHF acts as an additional staff member to minimize time you or your staff need to spend on these benefits and 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
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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.
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