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Welcome to American Heritage Financial

We are your local insurance and financial planning firm assisting in creating financial & protection plans catered to meet your specific needs.

Our core sectors of focus are financial security, medicare, executive benefits, business succession strategies, retirement, leaving a legacy, estate preservation, social security options, lifetime income, and spousal survivor income.

Who Are We

Building Wealth

Stay involved. Make sure your money works hard for you.

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Protecting Your Family

Unanticipated events can bring financial hardships. Protect the ones you love.

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Retirement Ready

Strategically prepare for tomorrow, while balancing today's needs and desires.

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Beginning Your Financial Journey

Life is filled with opportunities. Will you be ready?

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Events

We periodically hold events that inform and network our clients and communities. Join us for an upcoming session!

Medicare and Social Security Seminars
Community Meet and Greets
Business Networking
Charity Events
... we have them all!

We would love to see you!

Click here to view our upcoming events

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
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Market Summary

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