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Individual & Family


As a resource for your family, it’s natural to feel the responsibility of protecting your family’s financial future. You’ve worked hard to provide a quality life for your family. Regardless of where you are in life, no one wants to think about the worries that affect us all — but it’s important to consider the effects that change can have when unexpected events occur.

Important questions to ask yourself:

  • Could my family stay in the house we’ve created together if one of us is not here to help pay the bills?
  • Are future goals protected if the sources of funds are no longer there?
  • Can I provide funds for my family that can help maintain the status quo and provide the means to offer a better tomorrow than they have today?

Contact us about protecting your family by assessing the economic value you provide. A simple call and thoughtful conversation can help ensure your family will continue to enjoy the life you want for them in the event the unexpected happens.

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

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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.

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