Whatever kind of investor you are, maybe you’ve spent some time online searching for quick market summaries, financial calculators, video alerts or are simply looking to learn about how much money you’ll need to retire comfortably in the year 2036. Coming soon to HeartlandBank.com is a comprehensive addition to our website that features all of the above, and more!
Heartland Investment Services offers access to financial planning and investment management as well as traditional brokerage and insurance services through Infinex Investments, Inc. They have the expertise and the tools available to create custom solutions for all our client’s investment needs, from opening their first IRA account to developing a comprehensive retirement plan and rolling over a 401K.
The new site will feature the following:
Life Events – Every stage of life has its own financial needs and concerns. The Life Events section can help you target key financial strategies and issues that are most likely important to you in a particular stage of your life.
Calculators – This section has a wide range of mathematical answers to the most commonly asked financial questions. If you’re looking to figure out how to reach your financial goal or how to start savings for college, this is a great place to start!
Video Alerts - Short, multimedia pieces are highlighted on the Video Alerts page and will feature recent developments, new legislation, and cutting edge information across a variety of financial subject areas.
Market Summaries –Market summaries contain information on the Dow, S&P 500, NASDAQ, Russell 2000, Global Dow, Federal Funds interest rate, and 10-year Treasury yields, along with highlights of recent events important to the markets and future dates for key data releases.
Investment and insurance products and services offered through INFINEX INVESTMENTS, INC. Member FINRA / SIPC. Heartland Investment Services is a subsidiary of the bank. Infinex is not affiliated with either entity. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
VP, Director of Investment Services Mark Posey said, “We are excited about the opportunities the website redesign gives us to update our clients on market trends and current events. Successful investors are individuals who have a plan in place and regularly review that plan with their financial advisors and make changes to that plan as their life changes and market conditions dictate.”
The team from Heartland Investment Services is looking forward to helping you find out what kind of investor you are! They can help you design creative solutions and manage performance results. If you’re looking for someone to help you realize your financial dreams, contact Mark, Jason or Donna today!