- FINANCIAL PLANNING
- OUR BANK
Your goal should be to put away as much as you can each month as soon as your child is born. If you didn't start right away, it is still early enough to start saving for college with a long-term investment perspective. However, make sure you are funding your tax-advantaged retirement plans first.
IMPORTANT NOTE: If you think that ultimately you will be applying for financial aid, it is best to invest the money in an account in your name. See the section Landing Financial Aid to help you decide how much you should invest.
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