- FINANCIAL PLANNING
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Retirement means different things to different people. For some, retirement might be working less but also having more time to take advantage of outside hobbies and leisure activities. For others, it might mean starting that new business venture. For many, it can mean moving to a different part of the country or traveling to places they dreamed of but never had the time or money to visit.
Whether you have the money can depend on how well you plan between now and the time you actually stop working. Whether you stop in five years or three months, the actions you take today can make a big difference towards securing your future lifestyle. In this section, we'll help guide you through some of the major lifestyle and financial considerations you need to look at today and in the future. Retiring is not an ending... it's the beginning of a new phase in your life.
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