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Wills and Trusts


 

 

Leaving a legacy requires discipline and preparation. Many people feel the burden of financial responsibility for their loved ones. With the help of American Heritage Financial, we can make sure you have a plan in place to cover your family.  Financial legacies benefit your family in many ways by providing financial security. Leaving a legacy can even provide college funds for children or grandchildren.

An AHF professional can go over the many ways you can leave a legacy for your family, community or a charity that is close to your heart. Call us today to speak to one of our financial professionals.

Contact Your New Financial Professional Today!

 

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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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