Wealth Management

Your financial path toward financial stability

Each of us has a unique financial path. Whether you’re planning for a new or second home, a business venture, or some other long-term goal, we can help you choose a customized investment strategy. Designed to help you work toward your goals, our strategy seeks to provide you with confidence knowing you are pursuing a sutiable path.

Options include:

  • Stocks
  • Bonds
  • Mutual Funds
  • Variable Annuities
  • And so much more...

We are prepared to build a lasting financial relationship. Whether you are just now building your path or have progressed to the homestretch, we are dedicated to helping you work toward where you want to go!

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.