Heartland Retirement & Benefits Consulting, LLC
our services
Services designed to reach goals.
Our retirement planning services
Heartland Retirement & Benefits Consulting, LLC offers a variety of services to mix and match for your perfect plan. Our services typically work together to help you reach your goals for now and the future! Read more about our services below.
In case of an unexpected health problem, long-term care will act as an insurance policy for these what-ifs. While long-term care plans are typically viewed as too costly when there’s no guarantee you will even need one, we will guide you in this decision-making process. No matter your budget, we can determine what the best plan of action is for you.
To learn more about Long-Term Care options, give us a call at (620) 931-8787 and schedule a free financial consultation.
As you approach retirement, we can evaluate your existing retirement accounts – pension, IRAs, SEPs, 401k plans, annuities – and make recommendations for generating income from these accounts. We can also provide an overview of the options you have available for taking distributions from these accounts, and advise you on the most effective way to convert these assets into a steady income stream in retirement.
To learn more about IRA/RMD Rollover, give us a call at (620) 931-8787 and schedule a free financial consultation.
Medicare programs can be extremely beneficial for retirees who are trying to maximize their finances at this stage in their life. Learn how to qualify for Medicare and if this option is right for you. Medicare coverage can include care received as an inpatient in a hospital or skilled nursing facility, doctor visits, prescription drugs, and more. We work to provide insurance quotes that can provide you a deeper understanding of how Medicare works.
To learn more about Medicare coverage, give us a call at (620) 931-8787 and schedule a free financial consultation.
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
Typically, waiting as long as possible to claim Social Security benefits will maximize the payout. However, did you know that factors, such as how many years you worked, how much money you make, and more, actually impact your Social Security. We will discuss what you need and how Social Security can be optimized for your specific situation.
To learn more about Social Security Optimization, give us a call at (620) 931-8787 and schedule a free financial consultation.