Why Our Business Solutions - When you partner with American Heritage Wealth Management your goals become our goals and you can be confident that your plan is the best for your business. Talk to us about how we can help achieve your business goals and aggregate your most valuable asset, your time.
Who Do We Serve - Local businesses, municipalities, non-profits and related entities with nationwide service.
What Business Services - Our Business Solutions deliver customized consulting for your business financial goals and includes the following services:
- Brokerage and Advisory of Commercial Investments
- 401K and Defined Contribution Plans
- Employer Sponsored 529 and HSA Plans
- Plan Design, Consulting and 316 Trustee Services
- Employee Group Benefits and Payroll Integration
- Short Term, Long Term Disability and Group Life Insurance
- Business Owner and Key Employee Life Insurance
- Disability Income Protection Analysis
- Business Valuations and Succession Planning
- Business Line of Credit Margin Loans