Investment Advisor Represenative
CurrentMy job is to come alongside of people as they make plans to fund their retirement and help them discover an efficient way to accumulate and distribute their retirement funds. For younger clients, I help them allocate their investment resources for maximum growth potential based on their risk tolerance. For more mature clients who are needing distribution strategies, I help them implement income streams that guarantee that they will never run out of money as long as they live. For the more affluent clients, I help them discover ways to reduce the tax burden that so often erodes their lifelong accumulation of wealth. Let’s meet and let me show you how I can do that for you also.Registered Representative and Investment Advisor Representative of and 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.Gregory McBride 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 is not a recommendation or endorsement of any product, service, security or issuer, nor should a "like" be interpreted as an endorsement by the firm or its financial professionals. Third-party posts do not reflect the views of Gregory McBride and have not been reviewed for completeness and accuracy. Further communication with this representative must be sent to and from gregorymcbride@ahfplanners.com. For more information, refer to the following consumer websites: www.FINRA.org, www.SIPC.org.