A financial journey for a lifetime
You won’t arrive at retirement overnight, and we understand that. There will be many steps along the way as you navigate the investment options of your financial journey. Intimidating? Of course, but that’s why we’re here to help with the process.
The basic steps:
- Plan for your future needs – business or personal
- Consider Traditional IRAs, Roth IRAs, or annuities
- Check out what your employer offers
- Save and make a plan to save
- Do your homework
If the idea of financial homework seems overwhelming, contact an HPA representative today. They are ready to provide you with personalized guidance – in a comfortable, understandable way.
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.