Business Solutions

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

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Business Solutions