*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 may conduct life insurance and securities business in Florida and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed. This content should not 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.  
Investing involves risk which includes potential loss of principal. Guarantees are subject to the claims paying ability of the issuing insurance company.  
Not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any other governmental agency.
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Eric Levitt began his financial services career in 2005 with Northwestern Mutual in North Caldwell, Nj after having worked in Wholesale Marketing of School and Warehouse Storage Equipment for 20 years. He worked with business owners and pre-retirees to help plan their retirement and use tax efficient methods to help them plan and grow their business. 

Eric and his family moved to Fort Myers in 2007. He started transitioning his practice to retirees using Safe Money Strategies to avoid market risk.

Eric  graduated from the University of Bridgeport  with a Bachelor’s Degree in Marketing and Finance.. He holds the FL 2-15 (life, health and annuities).  

Eric is an avid golfer and along with his wife tries to take advantage of being an empty nester and travel as much as possible.

 

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