- FINANCIAL PLANNING
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Setting a financial goal for your retirement investment strategy should be your first step. To help you accomplish this goal, consider the following questions:
The investment strategy you develop to reach your retirement goal depends on the answer to all five questions, but your tolerance for risk is the most important factor in determining which investments you choose.
One of your basic objectives should be to achieve a long-term rate of return that is at least 3% above the long-term inflation rate. Keep this in mind as you think about your retirement goals.
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
|Not Bank Deposits or