There’s no one-stop-shop when it comes to mapping out your finances. That’s why Heartland Bank and Trust Company’s Wealth Advisory Team is staffed with experienced professionals who know the best tools to help you achieve the outcome you want. Together you’ll create a roadmap for managing your money, including budgeting, investing, and setting achievable goals so you have a strategy to move forward and make informed decisions about your resources.
 
It starts with looking at the components of your financial net worth and cash flow. Then we work out a plan to meet your goals, manage risk, and minimize your lifetime tax bill. It’s a collaborative process to establish measurable financial and non-financial goals.

At Heartland Bank, we’re here for you today and to help you build a more sound future.

Securities and insurance products are NOT deposits of Heartland Bank, are NOT FDIC insured, are NOT guaranteed by or obligations of the bank, and are subject to potential fluctuation in return and possible loss of principal.

Legal, Investment and Tax Notice: This information is not intended to be and should not be treated as legal advice or tax advice. Readers should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal or tax advice from their own counsel.