Heartland Wealth & Insurance Services

Heartland Wealth & Insurance Services ​The Certified Financial Planner Board of Standards Inc. Edward Jones is a financial- services firm dedicated to serving the needs of individual investors.

awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Prac

tice Standards. Member SIPC.
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

As life expectancies increase, the excitement of living longer also brings new considerations in financial planning. Tha...
05/27/2025

As life expectancies increase, the excitement of living longer also brings new considerations in financial planning. That is why it is important to prepare for a retirement that might last longer than you expect.

There are a variety of strategies that can be employed to ensure income well into a retiree’s golden years, including:

🗓️ Annuities can be an ideal option for some Americans, as they offer regular lifetime income.
📈 In some cases, a person approaching retirement age may want to delay taking Social Security, as waiting increases monthly payouts by 8% annually up until age 70.
📈 Additionally, your Social Security allotment is based on your 35 highest-earning years, adjusted for inflation. After 35 years of employment, every additional higher-earning year can cancel out a lower-earning year.

Have questions about your retirement plan? Feel free to reach out to us anytime to discuss how we can help you manage your finances for a longer, more fulfilling retirement.

Did you know that nearly 90 million American families rely on life insurance to protect their financial stability and se...
05/22/2025

Did you know that nearly 90 million American families rely on life insurance to protect their financial stability and secure their retirement? It's not just about safeguarding against the unexpected — it's also about ensuring peace of mind for the years to come.

Whether you’re looking to review your existing policy or set up a new one, our team is here to help you every step of the way. Don’t leave your family's future to chance.

Contact us today to discuss how we can tailor a life insurance plan that fits your needs and provides the security your family deserves.

Many believe investing requires a large sum, but the truth is small, steady contributions can be incredibly powerful. Sw...
05/12/2025

Many believe investing requires a large sum, but the truth is small, steady contributions can be incredibly powerful. Swipe through to learn more.

It’s not just about how much you invest today but how consistently you do it over time. Let’s build your plan — contact us to get started!

Planning for retirement involves more than just saving; it requires a thoughtful approach to keep your investments growi...
05/06/2025

Planning for retirement involves more than just saving; it requires a thoughtful approach to keep your investments growing. We are here to help you find that balance between risk and reward, ensuring your money works as hard as you do.

Let's set up a time to discuss how we can create a retirement strategy that aligns with your goals and keeps your future secure. Contact us today to start planning for tomorrow!

Age and health can affect your life insurance coverage options and premiums. With this in mind, here is a general idea o...
04/30/2025

Age and health can affect your life insurance coverage options and premiums. With this in mind, here is a general idea of key policy types and how age might affect your options. Swipe through to learn more.

Contact us today to explore which policy best fits your stage in life.

Money Smart Week is here, and it’s the perfect time to reassess your financial goals and adopt habits that will set you ...
04/21/2025

Money Smart Week is here, and it’s the perfect time to reassess your financial goals and adopt habits that will set you up for long-term success. Swipe through for three simple yet impactful money moves to strengthen your financial foundation.

Ready to take the next step? Contact us today — we’re here to help!

As the season of renewal begins, there’s no better time to spring into financial security with life insurance. Affordabl...
04/17/2025

As the season of renewal begins, there’s no better time to spring into financial security with life insurance. Affordable and essential, a personalized policy offers peace of mind and lasting protection for your loved ones.

Let us help you find the right plan for your needs this spring. Contact us today to get started.

Market headlines may shift overnight — but long-term investing can be a consistent strategy for an unpredictable world. ...
04/10/2025

Market headlines may shift overnight — but long-term investing can be a consistent strategy for an unpredictable world. The recent 90-day tariff pause caused a major rally in major U.S. stock indexes, with the S&P 500 and Nasdaq posting various record-breaking daily gains. Investors who stayed the course reaped the rewards. But volatility may continue over the coming days and weeks.

Our team is here to help you navigate volatility with confidence, clarity, and a long-term plan that prioritizes your goals. If you have any questions or concerns, please feel free to give us a call.

Spring is here, and it’s the ideal time for a financial “spring cleaning.” Just as you freshen up your home, reviewing a...
04/08/2025

Spring is here, and it’s the ideal time for a financial “spring cleaning.” Just as you freshen up your home, reviewing and refining your financial plans can help keep you on track for the year ahead.

Swipe through for a few key areas to focus on this spring ↩️ As always, for assistance with any of these measures, please don’t hesitate to reach out.

A tax refund is an opportunity to strengthen your financial foundation. While it might be tempting to splurge, making st...
04/02/2025

A tax refund is an opportunity to strengthen your financial foundation. While it might be tempting to splurge, making strategic choices can maximize its long-term impact. Swipe through for practical ways to make your tax refund work for you.

Ready to build on your financial success? Contact our team to explore strategies that align with your goals.

As the end of the school year approaches, many parents find themselves reflecting on their child’s future. A 529 plan is...
03/27/2025

As the end of the school year approaches, many parents find themselves reflecting on their child’s future. A 529 plan is one of the most effective ways to save for a child’s education. Swipe through to learn more.

Don’t wait to secure your child’s educational future — reach out today to learn more!

Building generational wealth is about more than assets — it’s about creating a foundation of financial security and oppo...
03/19/2025

Building generational wealth is about more than assets — it’s about creating a foundation of financial security and opportunity for your family’s future. Swipe through to discover six steps to get started.

It’s never too early or too late to build a legacy. Contact our team today to create a personalized plan for your family’s financial future.

Address

Hill City, SD
57745

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 12pm

Telephone

+16055741752

Website

Alerts

Be the first to know and let us send you an email when Heartland Wealth & Insurance Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Heartland Wealth & Insurance Services:

Shortcuts

Share

Category