Heartland Retirement & Benefits Consulting, LLC
about us
Making your retirement plan crystal clear.
Take the First Step Towards Your Goals
Our team is committed to you and focused on creating the best plan possible to help you reach your goals. Each plan is created around your individual goals and needs. We follow the process laid out below to ensure that we are consistently meeting the needs of each client and creating effective and clear plans.
Connect
Start by reaching out to us and scheduling a no obligation financial consultation. We will take the time to get to know each other at this meeting and establish trust. Our goal is to provide you with all the information you need to feel secure in moving forward with a financial plan.
Analyze
Once we understand your financial situation and your wants for your retirement, we can begin creating a customized plan for you. This custom plan will be catered toward your individualized goals. We never push you into a financial plan that you do not want. We succeed when you succeed.
Implement
After you are happy with your financial plan, we can start implementation. We will not start anything until you are completely confident. At this point you can decide if you would like to move forward with us or not. You are free to walk away at this point if you choose.
Who are we?
Heartland Retirement & Benefits Consulting, LLC is a group of people who are committed to maintaining the highest standards of integrity and professionalism in all their client relationships. Every effort to know and understand your financial situation and provide you with only the highest quality information, services, and products will be done. With us, you will reach your goals!
meet our team
Lori Miller
President
Lori Miller’s passion for helping others and love for learning new things led her to choose a career in finance. Now, after over 20 years in the industry, she specializes in Retirement Planning, Benefits Consulting, Group Health Insurance, Annuities, Social Security, and Medicare.
Megan Redetzke
Benefits Enrollment Specialist
Megan Redetzke is the Benefits Enrollment Specialist for Heartland Retirement & Benefits Consulting. She grew up shadowing her mother, Lori Miller, in the office--first at CPI Qualified Plan Consultants, Inc. from 2002 until 2008, and again in 2011 until she graduated from high school.
