Peace of Mind for the Future

Insurance is probably not your favorite topic, but it is one of the easiest and most important ways to take care of yourself and your family. We want to ensure that your dreams are not derailed when unforeseen events or circumstances strike. Our Heartland Planning Associates (HPA) representatives can assist you with your insurance questions and are ready to review your current personal strategy.

Questions we hear frequently:

  • What kinds of insurance should I have now?
  • Am I adequately covered currently?
  • How much will it cost to be adequately insured?
  • If I take this step, how will it impact my other financial obligations?
  • Can insurance be an asset?

There are a variety of insurance options available including life insurance, long-term care insurance and disability insurance. Our HPA representatives can assist you with finding a product that answers the above questions and hopefully any others you encounter as you plan for the unknown future.

We offer access to:


Ready to get started? Give us a call today for a free financial review, or fill out our contact form here. We are ready to provide you with personalized guidance that is relatable, no matter what your experience level is now. Central Ohio/Home Office: (614) 392-5303 or Greater Cincinnati Office: (859) 916-7343.

The greatest gift of all is the gift that keeps on giving...a Gift of Planning