*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.

Hello, from Matt Foresman, your local Registered Representative with American Heritage Financial (AHF).  I am honored to serve you, and all the great people of the Emerald Coast area, that are taking an active approach towards their financial future. Whether we are helping you construct an investment strategy, striving to improve your retirement income, long term care protection, life insurance options, Medicare/Social Security efficiency, or just seeking a second opinion on the strategy you already have in place, AHF is proud to offer the multitude of services from our financial services firm. Our focus is providing you quality tools for your financial strategy, regardless of company affiliation.  As a registered representative at AHF, I hold a FINRA securities license, Long Term Care, Life/Health insurance licenses in 12 states and a B.S. in Finance, but what is most important about my service is that I am a member of a team of experienced professionals, each with their own area of dedicated focus. Let us get together at one of our conveniently located offices or via a virtual platform, to prepare you for what lies ahead.  Our team at American Heritage Financial is here to help during these unfamiliar times. Whether it is related to your small business, your personal retirement strategy, or your legacy, we are here to help you decide on a strategy that works for YOU.  Call us at (850) 516-2668 or (850)-805-5210 so that our team may assist in making sound decisions in securing your future 

 

 

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