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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.

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.