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.
Investment & Retirement Center (IRC)
Looking for a more robust investment strategy? Turn to American Heritage's Investment & Retirement Center (IRC) for the advice 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 / IRA Transfers
- Fixed and Variable Annuities
- Mutual Funds
- Conservative Investments CD Alternative
Interested in setting up an appointment with one of our trusted Advisers?
Check the background of this firm on FINRA's Broker Check.
The American Heritage Investment & Retirement Center program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, INC. is an affiliate of CUNA Mutual Group.
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.
We are offering rates above 2%!
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 retirerment income
- Plan your legacy
Meet Your IRC Team
Rick Whitmire, CRPC**
Vice President Wealth Management
Todd D. Lindemuth, CRPC**
Vice President Wealth Management
*The CFP® certification marks are not affiliated with CUNA Brokerage Service, Inc.
**CHARTERED RETIREMENT PLANNING COUNSELOR (SM) and CRPC® are registered service marks of the College for Financial Planning®.
***Consult your tax advisor.
American Heritage Investment & Retirement Center Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.
The American Heritage Investment & Retirement program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.