PERSONAL SERVICES


Investment Management

Investing for the future is an excellent financial habit that builds wealth and lays the foundation for financial security. However, if you are like the average person, you are more involved in living your daily life than constantly following up on your investment portfolio. When investing, monitoring and managing your investments for maximum growth and ...read more

IRA Rollovers

Many people wonder what to do with their 401k account when they retire or move to a different job. A rollover IRA to Heartland Trust Company gives you much more control and a great amount of investment options to meet your unique needs and goals. Call us today so we can start the process of ...read more

Retirement Planning

When it comes to retirement, failing to plan means planning to fail. Creating and sticking to an effective retirement saving plan is the difference between retiring with dignity and security and struggling to make ends meet in what should be the golden years of your life. Unfortunately, the vast majority of Americans do not plan ...read more

Financial Planning

Are you worried about the future and if the decisions you are making today will lead to a better tomorrow for you and your family? Do you have a written plan for managing and investing every dollar you earn? How sure are you that you’re making the most of your income in order to maximize ...read more

Trust Administration

If and when you are no longer able to care for your family, how certain are you that they will be take care of and secure in their financial future? If you take steps to leave clear directions for handling your affairs, how can you be sure that they are actually being carried out? Our ...read more

Charitable Gift Planning

If you enjoy supporting causes and charities and donate on a regular basis but want to ensure that you maximize assets for your future beneficiaries, Charitable Gift Planning with Heartland Trust Company can help you to achieve all of those goals simultaneously. Charitable Gift Planning Benefits By planning your gift giving properly, you can donate ...read more

Estate Administration & Settlement

Being solely responsible for all of the requirements necessary to settle an estate can be a grueling and demanding process. Most individuals use a corporate trustee, like Heartland Trust Company, to settle their estate because they do not want to burden family with the many responsibilities required and want to ensure a peaceful distribution of ...read more

Estate Planning

When you want to ensure the financial future and wellbeing of your family, estate planning is an invaluable process, particularly as you progress into advanced age. It is never too early to plan your estate and it is prudent to have a will if you have any form of assets that can be inherited after ...read more

Unique Asset Management

To the average investor, the terms mutual funds, stocks and bonds will sound very familiar. These investment instruments make up a large portion of the total amount of investments owned by Americans. However, there is another significant portion of investments known as unique assets. Unique Assets include items such as: Real Estate Vehicles Mineral Interests ...read more