Broker Check
 

Heartland Financial Solutions, llc

11902 Jake Circle, Bellevue, Nebraska 68133  •  402.933.0866

Your Goals ... Your Values ... Your Money ... Your Way

Forecast Retirement Redefined Acres of Diamonds

Funding Your Life and Preserving Against Risks

Money doesn't define who you are, but planning for the wise use of money can help you create the kind of life and lifestyle that reflects who you are and what's truly important in your life. It's tough to plan (and stay on course) in challenging economic times, but those challenges also include opportunities and potential rewards for those who can take advantage of long-term trends.

That's our job - to help you take advantage of opportunities and manage those things that could get in the way of you creating the life you want for yourself and your family. We're a bit of all these roles: coach, teacher, advisor, planner, researcher, confidante, but most of all, we've got your back. We'll try to anticipate issues, help you with decisions, and be there when you just need a sounding board.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first - and only - priority is your overall financial success in the context of your life. We want to learn more about your personal situation, identify your values, dreams and goals, and understand the level of risk you feel comfortable with. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search the website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Protecting Your Home Against Flood Loss

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Your DNA Test

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

 

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

View all articles arrow

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

View all videos arrow