About Us

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Heartland Retirement Group exists for one reason: to help you make the most of what you’ve earned — today, tomorrow, and every season ahead. We’re an independent fiduciary firm built on active partnership, working alongside you to design a retirement plan that grows and adapts as life, markets, and goals evolve. Because retirement isn’t static, your plan shouldn’t be either — it deserves the same attention and care you gave to building your wealth in the first place. Our independence gives us the freedom to make decisions without outside influence, and our fiduciary duty keeps us accountable to one priority: doing what’s best for you.

who we are

About Heartland Retirement Group

Our mission is to help you plan with confidence, adapt with purpose, and live with freedom — no matter what changes along the way.

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THE HEARTLAND DIFFERENCE

Independent by Design. Powered by National Strength.

At Heartland Retirement Group, independence isn’t just our structure — it’s our mindset. We believe the best advice comes from people, not products. That’s why we’ve built our firm around genuine relationships and unbiased guidance, backed by partnerships with some of the nation’s most trusted custodians and platforms.


The result: a team you can reach, a plan you can trust, and resources that rival the biggest institutions without the layers or red tape.

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Fiduciary Guidance

Advice driven solely by your best interests.

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Tailored Strategies

Plans designed for your goals, lifestyle, and legacy

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Heartland Values

Integrity, relationships, and long-term perspective.

Meet Your Financial team at heartland

Experienced. Credentialed. Committed.

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Brandon Bose

Founder
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Co-Founder
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Financial Advisor
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Financial Advisor
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Daniel Gombrich

Financial Advisor
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Michael Tibbles

Financial Advisor
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Anthony Peck

Financial Advisor
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Alex Sweeney

Financial Advisor
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Financial Advisor
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Administrative Assistant

Our Process

A Clear Path to Your Retirement Goals

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Discover

We start by listening. Together we uncover your goals, values, and the vision of what retirement freedom looks like for you.

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Design

With your vision in mind, we craft a personalized roadmap—covering income, investments, preservation, and legacy.

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Implement

We put your strategy into action, aligning solutions with your lifestyle and keeping everything clear and simple.

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Support

Through our year-round planning model, we check in regularly to make sure your plan stays aligned with your life.