Select Quick Guides
Paying for college
College Funding "Quick Guide"
Generating retirement income
Retirement Plan Distributions "Quick Guide"
Retirement Income "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"
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"
Borrowing
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 advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Heartland Bank and Heartland Planning Associates are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Heartland Planning Associates, and may also be employees of Heartland Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Heartland Bank and Heartland Planning Associates.  Securities and insurance offered through LPL or its affiliates are:

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

 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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