Select Quick Guides
Paying for college
College Funding "Quick Guide"
Generating retirement income
Retirement Plan Distributions "Quick Guide"
Retirement Income "Quick Guide"
Reverse Mortgages "Quick Guide"
Saving for retirement
401(k) Rollovers "Quick Guide"
Individual Retirement Plans "Quick Guide"
Retirement Plans for Self-Employed "Quick Guide"
Roth IRA Conversions "Quick Guide"
Making the right investment decisions
Mutual Funds "Quick Guide"
Variable Annuity "Quick Guide"
Fixed Annuity "Quick Guide"
Investing Basics "Quick Guide"
Protecting your family's financial resources
Disability Insurance "Quick Guide"
Long Term Care Insurance "Quick Guide"
Life Insurance "Quick Guide"
Paying for health insurance
Health Savings Accounts "Quick Guide"
Insuring your property
Auto Insurance "Quick Guide"
Homeowner's Insurance "Quick Guide"
Buying a home
Mortgage Loans "Quick Guide"
Borrowing
Home Equity Loans "Quick Guide"
Borrowing for Small Business "Quick Guide"
Cash and Debt Management "Quick Guide"
Building a sound plan for your estate
Making Critical Estate Decisions "Quick Guide"
Wills, Trusts & Probate "Quick Guide"
Understanding Estate Taxes "Quick Guide"

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.


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