Daniel Pifer - Heartwood Planning Group

Daniel Pifer - Heartwood Planning Group Daniel is a planner who helps businesses, corp. sales/managment and retirees live their best lives!

The blueprint is simple, just follow the steps and get the financial confidence you deserve.
09/03/2026

The blueprint is simple, just follow the steps and get the financial confidence you deserve.

Markets have been supported by resilient growth and enthusiasm around artificial intelligence, but the policy backdrop m...
09/01/2026

Markets have been supported by resilient growth and enthusiasm around artificial intelligence, but the policy backdrop may be changing. Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte explains why sticky inflation, higher debt costs and uncertainty around where AI-related gains ultimately land make diversification especially important. http://spr.ly/6182B1fv7a

The best financial plans can weather even the worst economic storms. I can help you overcome uncertainty with confidence...
08/31/2026

The best financial plans can weather even the worst economic storms. I can help you overcome uncertainty with confidence. http://spr.ly/6189B1xnZR

08/26/2026

Looking for peace, calm, clarity and more? It all comes with the right financial plan, and I can help you get started.

The economy remains resilient, but rising interest rates and pressure on consumers could create challenges for markets. ...
08/25/2026

The economy remains resilient, but rising interest rates and pressure on consumers could create challenges for markets. Here’s why diversification remains important in today’s environment. http://spr.ly/6186B1srJM

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth...
08/24/2026

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth understanding the full financial picture. http://spr.ly/6187BELqFW

Markets are still near record highs, but the economy remains uneven. Our latest commentary looks at recent inflation, co...
08/19/2026

Markets are still near record highs, but the economy remains uneven. Our latest commentary looks at recent inflation, consumer, and small business data—and why diversification continues to matter for long-term investors.

Markets are broadening beyond tech. See why diversification still matters.

08/19/2026

All these improvements and more could be yours—it all starts with a conversation. Reach out and let’s talk.

Not designating beneficiaries, forgetting about taxes—it’s easy to make mistakes while writing your will if you’re not c...
08/17/2026

Not designating beneficiaries, forgetting about taxes—it’s easy to make mistakes while writing your will if you’re not careful. Please reach out if you have questions. http://spr.ly/6187BEAFc1

Trying to check off your bucket list? Let’s create a plan that helps you reach your short and long-term goals so you wil...
08/13/2026

Trying to check off your bucket list? Let’s create a plan that helps you reach your short and long-term goals so you will have the peace of mind to book your dream trip. Let’s chat and prepare for what’s next.

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Marion, IN
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