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Financial Education at your fingertips!

Are you searching for a quick guide or easy-to-navigate summary of some of the most often researched financially related life events? We have provided nearly 14 areas of information designed to keep you up-to-date on trends, types of financial offerings and the latest how-to guides.

Be sure to browse our "quick guides" and complete our "financial checklist" to speed your research process and get you on the road to a worry-free financial future.

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.

Not Insured by FDIC or Any Other
Government Agency
Not Bank
Not Bank Deposits or
May Lose