Josh Crane-Whittington is a dynamic Partner at American Heritage Financial with a passion for empowering young families and professionals to navigate the ever-changing tax environment and achieve financial success. Based in Atlanta, Josh serves the Southeast and California regions, providing reliable and tested strategies to help clients prosper in any economic environment.
As a financial professional, Josh finds fulfillment in offering reliable and tested strategies, ensuring his clients have a true ally to guide them through the maze of misinformation and disinformation that often plagues the financial world. With his experience and guidance, Josh aims to be the difference between long-term success and failure for his clients. With both age and experience on his side, Josh can grow alongside his clients’ businesses, families, wealth, and future needs.
Prior to his role at AHF, Josh excelled at New York Life, achieving Executive Council qualifications in just 15 months. He was recognized as Partner of the Year in 2019 and ranked among the Top 50 Partners in 2020 and 2021. Armed with licenses including Series 6, Series 63, and Series 7, Joshua is well-equipped to cater to his clients’ diverse financial needs. Josh earned a Bachelor of Arts in Spanish and a Bachelor of Science in Geology from Georgia Southern University. This unique educational background enhances his ability to understand and serve clients from different walks of life.
Beyond his professional pursuits, Josh is an avid snowboarder and fisherman, cherishing any time spent outdoors. He also values giving back to the community and volunteers with Adopt-A-Golden Atlanta and the Atlanta Humane Society.
If you seek a dedicated Financial Professional who combines experience with genuine care for your financial future, Josh Crane-Whittington would be delighted to assist you. Connect with him today to explore how his financial guidance can lead you to prosperity!
AHF Wheel of Services
Wills / Trust Reviews
Leaving a legacy requires discipline and preparation. We can work with you to develop a tax-efficient plan that helps provide for the people and passions you care about the most.
While most tax preparers focus solely on the current year’s taxes, we plan for the future and highlight long-term strategies (after-tax, Roth and pre-tax) that fit your situation. While we don’t give specific tax guidance or prepare taxes, we often work directly with your tax professional to identify ideas that could make a meaningful impact now and in the future.
Once you reach life’s distribution phase — those long-awaited retirement years — it’s imperative to identify investments and strategies that align with your goals, risk tolerance and income needs. We can walk you through options to help ensure you never need to worry about running out of money.
The question isn’t when can you begin taking your Social Security benefit (between 62 and 70); it’s when should you. We will detail many factors and considerations that go into Social Security optimization and help you determine ways to potentially increase your lifetime benefits.
Let’s face it, Medicare can be confusing. But it doesn’t need to be. We can answer your questions and cut through the noise, making sure you have suitable medical and prescription drug coverage and clearly explaining options for covering the 20% of medical expenses that Medicare doesn’t cover.
401k / Pension
Understanding how your retirement program works is the first step toward reaching your goals. We can help you evaluate pension settlement options, make wise investment choices related to 401(k) or 403(b) plans and explain how your wealth is growing so you can have confidence your future is secure.
Workplace Benefits/Business Owner Solutions
If you’re a business owner struggling to recruit or retain key employees and provide attractive benefits, or if you’re contemplating a business transition, we can work with you to build a strong incentive plan and increase value. We create innovative solutions to help protect your business, your employees
and your lifestyle.
Long-Term Care Options
Preservation. That’s what long-term care is all about — shielding you and those you cherish from the unknown. We can assist in devising a long-term care strategy to give you confidence that, no matter what the future holds, your loved ones will be taken care of and your assets will remain intact.
The features of insurance policies can vary widely, meaning it’s essential to understand what your policy covers, who your named beneficiaries are, what limits you have and what triggers a loss. We can help you analyze and (if needed) adjust your plans to help eliminate surprises and ensure your needs are covered both now and in the future.
If You’re Ready to Have a Conversation, We’re Ready to Help
Contact us today to learn how we have helped hundreds of individuals and families find the financial independence they sought by delivering services and products tailored to their distinct needs, goals and circumstances.