As a business owner you’re constantly balancing the resources of time and money. Whether you have an established business or are just getting started, we’ll work with you to focus on key financial decisions that can help protect your assets, assure the continuity of your business, and help you select and manage a retirement plan.

Retirement Plans

In your business, you’re probably concerned about how to attract and retain your employees. A significant benefit you can provide is a solid retirement plan. We offer a variety of retirement plans and programs for businesses and organizations of all sizes, including self-employed individuals. Looking to start a new plan or enhance an existing one? We can customize a plan to your needs, including Simple IRAs, SEP IRAs, and Individual/Group 401(k)s.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither American Heritage Investments nor any of its representatives may give legal or tax advice.

Contact Us for more information, or to schedule a consultation.

Insurance

The best time to talk about insurance is before you or your business need it. We can show you all the products and services designed to give you the assurance and security you need, including:

  • Business overhead protection
  • Buy-sell funding
  • Disability income insurance
  • Executive deferred compensation
  • Key person life insurance
  • Long-term care insurance
  • Health Savings Accounts

Contact Us for more information, or to schedule a consultation.

Mutual funds, annuities and other investments:
  • Are not deposits
  • Are not insured by the FDIC or any other regulatory agency
  • Are not obligations of or guaranteed by this financial institution
  • Are subject to investment risk, including loss of principal
  • Are subject to fluctuating rates of return

Contact Us for more information, or to schedule a consultation.