American Heritage Financial employs a personal macroeconomic approach when addressing our clients’ financial planning goals. Our process is different from the traditional linear approach that focuses on “needs.” The problem with a needs-based approach is when a goal or need is met, it often changes. In addition, we don’t know what surprises might arise in the future, as things outside of our control change.
Our process gives you a personalized road map that helps balance financial growth and protection that helps you manage risk. By focusing on the flow of money within your macroeconomic strategy, we can tactically align growth potential and risk reduction—all the while focusing on your financial goals for the future.
We believe you should be involved with your planning team and should “see, hear, and even compare” multiple options for your future, including your current path.
Contact us to learn more about our unique approach and get started on a path, that you can see and trust, for you and your family’s future.