1-850-466-1292    

 

Home > Services > Tax Strategies

Tax Strategies


 

 

Potentially Reduce Taxes

While most tax preparers are solely focused on this years’ taxes, At AHF we plan for all years ahead and point out important long-term strategies working within the true unique type of money (after tax, Roth, and pre-tax). While we don’t give specific tax advice or prepare taxes we recognize the importance of incorporating tax planning for more efficiencies throughout your working and retirement years. We often work directly with your trusted CPA or tax preparer to identify current and future ideas that could make a meaningful impact now and in the future.

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.
Login