Heartland Investment Services (HIS) has served many Heartland customers well over the years, but with time, often strategies and goals change. This is true for our team of Infinex financial advisors located at Heartland Bank. We are excited to unveil their new name, Heartland Planning Associates (HPA), and share our renewed commitment to our customers.
The Heartland Planning Associates name was chosen for a number of reasons, but most importantly, it more accurately describes their new skills. Jessica McNamee, Infinex Investment Executive, who joined the HPA team as director last year, is a CERTIFIED FINANCIAL PLANNER™, and has sought out other advisors who have a similar commitment to holistic financial planning. “It is all about the process,” according to Jessica. “We get to know our clients on a deep level. A typical initial consultation is focused on understanding the goals, vision and values of the person sitting in front of me. Then we help the client create a written financial plan for their goals!” According to Jessica, this is the right approach, no matter how much money someone already has. The financial plan serves as the baseline for any recommendations the team gives to clients for investments, insurance, additional saving, tax strategies, etc.
The HPA team encourages an initial, no-cost introductory visit to establish a relationship…one that can lead to a holistic financial plan to guide an individual, family or business; or to assist with a very specific transaction. Their team focus is the relationship with you and their goal is a more comprehensive plan that details your personal financial journey.
Wondering if this is an option? According to Jessica, “The right time for planning is always now. We have solutions for those who want to invest and those who aren’t sure what they want.” Our new website, Heartland.Bank, has a direct link to Financial Planning and the different segments of the financial planning environment. Look there for Retirement Planning, Insurance, Wealth Management and Education Planning.
As the Heartland Planning Associates embrace their renewed commitment to our customers, they offer this reminder: financial well-being can be accomplished on two fronts – a holistic plan and transactional guidance. They are committed to both and encourage a visit to Heartland Bank because financial fitness shouldn’t wait – talk with our team and see what happens today!
Investment and insurance services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Heartland Planning Associates is a trade name of Heartland Bank. Infinex is not affiliated with the bank. Products and services available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of, nor guaranteed by, any bank or bank affiliate. These products are subject to investment risk, including the loss of value.