Our Services

A Process Built Around You

Solutions for Every Stage of Your Financial Journey

At Heartland Retirement Group, we deliver more than just portfolios. We offer a suite of services focused on retirement income, investment management, tax-efficient strategies, legacy planning, and more — all wrapped in a long-term, active relationship. Whether you’re preparing for retirement, navigating the transition, or building a legacy for future generations, our team is here to guide you every step of the way.

Hand holding a coin with a dollar sign.

Are you worried about running out of money?

We’ll design a retirement income strategy that adapts with life’s changes
Icon of a calculator with a percentage sign and a document with a dollar sign.

Are taxes taking more from your retirement than they should?

Smart, proactive tax planning helps protect your income every year.
Stacks of coins with a growing plant on top, symbolizing financial growth.

Are your investments aligned with your stage of life?

We take an active approach to managing risk and capturing opportunity.
Three black starbursts.

How do you want your wealth to impact future generations

Create a legacy plan that protects your family— passing on your wealth in the most tax-efficient way, with no surprises for those you love.
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Is your plan ready for life's unexpected turns?

We’ll help safeguard your wealth from rising healthcare costs.

Questions About Our Services?

Clear Answers for Your Retirement Planning

  • What types of clients do you work with?

    We primarily work with retirees and pre-retirees in the Des Moines metro area, along with high-net-worth families and business owners who need advanced planning.

  • What makes your services different from other firms?

    Our focus is on the “second half” of life—turning savings into income, preparing for healthcare, and creating a legacy. We also meet clients where they’re most comfortable, often right in their own homes.

  • Do you only work with people who are already retired?

    No. While most of our clients are in or near retirement, we also help those who are still several years away and want to get a clear plan in place now.

  • What’s the first step if I’m interested?

    We recommend scheduling a complimentary financial checkup. This initial meeting is no-pressure and designed to give you a clear sense of where you stand today and what options are available to you.