Heartland Planning Associates
Prioritize your most important financial goals and build a balanced portfolio with Heartland Planning Associates.
About
Heartland Planning Associates, a division of German American Bank, provides comprehensive financial services including investment management tailored to risk tolerance and long-term goals, personalized financial planning, business consulting for growth, and long-term care solutions. The firm collaborates with LPL Financial for advisory services, emphasizing a conflict of interest disclosure for referrals.
Services are available exclusively to U.S. residents through registered representatives.
Services
Investment Services
Build a balanced portfolio tailored to your risk tolerance, time horizon, and investment goals.
Financial Planning
Stay in control of your financial future with a solid plan, smart savings strategies, and an experienced financial planner.
Business Consulting Services
Pursue business growth with a full range of financial services from Heartland Wealth Advisory Services.
Long-Term Care Solutions
Secure asset management for the long term from Heartland Wealth Advisory Services.
