Broker Check


First Heartland Financial Group provides an objective, unbiased approach to financial services. Our licensed investment advisors through Lincoln Financial Securities specialize in the disciplines of investment management, estate planning, and financial planning. While some clients ask us to manage their entire financial portfolio or estate plan, others look to us for the management and guidance of a specific financial discipline or strategy. Whatever the case may be, our process ensures that each client receives a customized, service-oriented solution to meet both their current and future needs.

The following subject areas and topics are typically included in the financial planning process:

  • Investment & Retirement Strategies
  • Estate conservation Strategies
  • Financial Planning and Analysis
  • Retirement Income Distribution Planning
  • Mutual fund Portfolio Management
  • Investment & Retirement Planning 401 (K), Profit Sharing, and IRA/TSA Rollovers
  • Annuities
  • Life Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance
  • Individual & Group Health Insurance
  • Social Security Timing Strategies
  • Pension Distribution Strategies