Robert Lee, Mba, Clf Email & Phone Number

American Heritage Financial was founded and based around two ideas. First, create a company that would be a career opportunity for Financial Professionals by having quality insurance companies and products available for their clients. Secondly, we work for our clients, not the insurance companies. We base our decisions for products off of the conversations we have with each individual client we represent. We believe there is not a “one size fits all” with insurance products. You have to look at each client’s situation as a whole and base your financial strategy consistent with the client’s way of thinking, not your own.AHF focuses on creating a financial strategy to help get you to your retirement or through it without the worry of unexpected bills, running out of retirement income, or becoming a burden to your heirs. Our Financial Professionals are thoroughly trained in all aspects associated with retirement preparation. We have several CERTIFIED FINANCIAL PLANNER™ professionals available to help create a retirement strategy specific to you and your goals. If you want to learn a little more about an AHF please give us a call today! We're very excited to share our story...If all the financial aspects of your life aren't well coordinated let us help you, just like we have already helped our clients! We build long-term relationships and are thankful our clients trusted us with helping plan their financial future.