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Financial Planning

Strategies for your financial future

Count on Heartland Planning Associates (HPA) to help with the decisions, planning and management of all the important pieces of your unique financial situation. We are here for you!

Do you feel overwhelmed when thinking about your finances, and are you procrastinating with taking that first step? There is no reason to wait – let’s talk and see what happens.

Retirement Planning

Take the first step and we’ll help you with the next. Your journey will last a lifetime and we are ready to walk with you!

Insurance

Make the decisions now and be worry free later- you have questions and we have answers

Wealth Management

Set goals and know that you are on the right path. Our commitment is to help you pursue success!

Education Planning

Create a customized plan with confidence -this is what we do and you are why we do it

Securities and Investment Advisory Services are offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Insurance products are offered through LPL Financial or its licensed affiliates. Heartland Planning Associates is a trade name of Heartland Bank. Heartland Bank and Heartland Planning Associates are not a registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Heartland Bank deposits and are not FDIC insured. These products are not obligations of Heartland Bank and are not endorsed, recommended or guaranteed by Heartland Bank or any other government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following state: Ohio. Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Financial Planning

Strategies for your financial future

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