We offer a variety of asset management and trust services for individuals, not-for-profit organizations, and corporate retirement plan sponsors.
Heartland Bank is pleased to meet your asset management and trust needs. Our experienced and knowledgeable team will work with you to provide the best options when it comes to investments, trust and estate administration and retirement planning. In addition, we are also a fiduciary. Let us help you or your organization get the most out of investments.
Our Investment Services include retirement planning, financial planning, special investments, many types of insurance and more for:
Financial and Estate Planning is vital to ensuring both you and your loved ones are provided excellent care. Heartland Bank provides services such as:
Services at Heartland Bank include helping you create, manage and execute the following:
Our turn-key qualified plan solutions include:
Heartland Bank is a full-service fiduciary with offerings in both accounting and administration. From asset acquisition to paying bills, we provide an all-encompassing financial service held to the highest standard of care and strict expectations of behavior. As your trustee we hold to the tenants of fiduciary duty, which among others, means it's our duty to: