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Long Term Care Options



People associate estate preservation with death, but it also addresses your future needs in case you ever become unable to care for yourself. Estate preservation can also involve financial, tax, medical and business strategies. A properly drafted estate preservation plan will allow you to designate; how, by whom, & when you would like your assets distributed. AHF also works directly with local attorneys in preparing trusts for our client.

Contact American Heritage Financial today to get started on an estate preservation plan.

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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.