Education Planning

Funding goals for higher education

Confidence in your preparation is the key to a strong, long-term education plan. We strive to build your confidence as we walk you through the many ways to save, invest and prepare for the ever-increasing cost of higher education today. Not only can we help you choose appropriate savings vehicles, but we can also help you determine how much you need to save to accomplish your funding goal.

Areas of discussion include:

  • 529 plans*
  • Education Savings Accounts*
  • Financial Aid Impact

*We do not provide tax advice. Please consult your tax advisor.

To speak with a Heartland Planning Associates representative, click here or visit any one of our local branches to schedule a free financial review.

 

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.