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Financial Planning

Stay in control of your financial future with a solid plan, smart savings strategies and an experienced financial planner. 

Professional financial advisement when you need it most.

The pace and complexity of modern life can make it hard to keep up with everyday money management, let alone planning for the long term. Creating an effective financial plan takes time, know-how and experience. Even if you're using the best wealth management tools, going it alone can start to feel overwhelming very quickly. 

A solid plan guided by professional financial advisement can help put you in control of your financial future. Working with a Heartland Planning Associates, a division of German American Bank financial planning consultant will cut your workload down to size and provide a comprehensive plan based on current trends and data.

Features & Benefits

  • Insider knowledge of options to fit your specific financial situation
  • Connections to a network of accounting, legal, real estate, insurance and trusts professionals when you need added expertise
  • Independent investment advice from an experienced professional committed to guiding you toward long-term financial well-being

Ready to get started?

Contact Us

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LPL Financial Form CRS

Click for BrokerCheck by FINRA

Your Bank (“Heartland Bank, a division of German American Bank") 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.

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© 2025 Heartland Bank . All rights Reserved

Routing Number #:
German American Bank - 083904563
Heartland Bank, a Division of German American Bank - 044109336

Call Us
(800) 697-0049
Bankline 24
(800) 536-0660
Treasury Support
(800) 697-0049, ext 2500

© 2025 Heartland Bank . All rights Reserved

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