About Us
Heartland Financial Services Ltd is a Registered Investment Advisor positioned to help with Social Security questions, Retirement Income questions, and Estate Planning questions. We offer free Social Security analysis and Retirement income plan.
How We Got Started
To provide independent financial planning firm that will focus on helping clients with issues relating to retirement income and estate preservation and distribution
The products and services we offer
Recommendations Received (9)
"Dave is there for all your needs and a Great person to work with"
"Dave is a person that put's your best interest in front of his own."
Products & Services
Recommendations Given (6)
"Great travel agent, very helpful"
"Randy will get you the right coverage for your home or office "
Recent Activity
Education; helping people understand the issues and the options available to them.
(more)
Education; helping people understand the issues and the options available to them.
I ask myself 3 questions:
1 - Do they want help?
2- Do they have the resources to make a difference?
3-Can I actually help them?
If so I am willing to work with them.
(more)
I ask myself 3 questions:
1 - Do they want help?
2- Do they have the resources to make a difference?
3-Can I actually help them?
If so I am willing to work with them.
I present informational seminars on financial services topics, the latest is on 'Tax Reform, what you need to know'.
(more)
I present informational seminars on financial services topics, the latest is on 'Tax Reform, what you need to know'.
Referrals are earned by very good service, when a customer says thank you for the service you have delivered is the 'wow' moment. Many times if you simply ask who lives next door or ask if they would pass your business card to a friend is all we do. The next step would be to ask if they would...
(more)
Referrals are earned by very good service, when a customer says thank you for the service you have delivered is the 'wow' moment. Many times if you simply ask who lives next door or ask if they would pass your business card to a friend is all we do. The next step would be to ask if they would allow you the honor of mentioning your experience with our company when you contact these introductions.
Are you looking for options or solutions?
(more)
Are you looking for options or solutions?
