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Plan and save for the future you want and deserve. Let our financial professionals help you get on the right path for retirement and any other investment goals you may have.

SET UP A COMPLIMENTARY CONSULTATION TODAY!

IRC

 

Investment & Retirement Center (IRC)

Looking for a more robust investment strategy? Turn to American Heritage's Investment & Retirement Center (IRC) for the guidance and services you need. Your IRC representative will listen to your needs, review your goals and make recommendations. Educational workshops, including online video workshops, are also offered.

  • Investment Planning
  • IRAs (Traditional and Roth)
  • Life Insurance
  • Rollover Services / IRA Transfers
  • Retirement
  • Fixed and Variable Annuities
  • Mutual Funds
  • Conservative Investments CD Alternative

Interested in setting up an appointment with one of our qualified Advisers?

SET UP A COMPLIMENTARY CONSULTATION TODAY!

Check the background of investment professionals associated with this site on FINRA's Broker Check.

The American Heritage Investment & Retirement Center program is offered through LPL Financial (LPL).

Special Annuity Program

If you are saving for retirement, nearing retirement, or living in retirement, an annuity can help. Annuities allow you to receive a steady income for your entire life, starting now or during retirement. Certain annuities even give you the option to grow your money first. With annuities you can manage, defer and reduce taxes.*** A death benefit payment also offers protection for your family. 

SCHEDULE A COMPLIMENTARY CONSULTATION TODAY!

Questions about your financial future? We're here to help.


Our experienced professionals are here to help you:

  • Build your base by evaluating your insurance protection needs
  • Accumulate assets for the future
    • Save and invest for retirement
    • Save and invest for education
  • Manage wealth
  • Create a retirement income
  • Plan your legacy

 

 

Here's What our Members are Saying about American Heritage's Investment and Retirement Center

Melody M.

Jan 7, 2026, 13:01
We have been customers of American Heritage Credit Union for many years. Their customer service is very professional, helpful, trustworthy, and friendly as well as being prompt in getting back to you. When we began banking with American Heritage, the team was able to guide us as to where we should invest our money making sure that we would achieve the best results for our needs. American Heritage treats you like family! Todd's financial proficiency and knowledge as well as his ability to find a product that is unique to my specific needs, gives me peace of mind that my retirement accounts are in order. Todd checks in with me regularly to be sure that we are still on the same path as far as the financial growth, and to be sure that my original goals for retirement haven't changed. I can always count on the American Heritage Investment and Retirement Center team to be professional and trustworthy!
Source name : Melody M.
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  • IRC
Broker Check

486844-01-02

Important Disclaimers

* Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed  affiliates. American Heritage Credit Union and The American Heritage Investment & Retirement Center are not registered as a broker-dealer or investment advisor. Registered representative of LPL offer products and services using American Heritage Investment & Retirement Center, and may also be employees of American Heritage Credit Union. These products and services are being offered through LPL or its affiliates, which are  separate entities from, and not affiliates of, American Heritage Credit Union or American Heritage Investment & Retirement Center. Securities and insurance offered through LPL or its affiliates are: 

Not Insured by NCUA or Any Other Government AgencyNot Credit Union GuaranteedNot Credit Union Deposits or Obligations

May Lose Value

The LPL Financial registered representative(s) associates with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 

**CRPC® is a registered service marks of the College for Financial Planning®.

***Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.

Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

LPL Financial Form CRS