Our Firm

At American Heritage Financial, we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where American Heritage Financial comes in. We're trained, registered professionals, and we can draw on years of financial planning experience when creating a long-term strategy. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, we can help you.

American Heritage Financial is committed to helping you pursue your long-term financial goals. As specialists in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future.

Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company.  Our independence enables us to establish working relationships with a number of industry-leading investment firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.

We offer financial products and services tailored to your individual needs.  American Heritage Financial is committed to you for the long term.

The process we follow in completing a total financial strategy consists of:

1.       Gathering and analyzing your financial situation to develop a clear picture of your   specific needs, assets, liabilities, and risk tolerance;

2.       Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future; and

3.       Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.

Please call today if you think your plan is out-of-date. Most people need to update their financial plan each year to help ensure that it is in step with their life. If it's been a while, act today.