Personal Services

Heartland Trust Company offers comprehensive personal services designed to manage and enhance your financial security. Our services include Investment Management, where we oversee your investments to ensure maximum growth and security. IRA Rollovers simplify your retirement accounts under professional management tailored to your risk tolerance. Retirement Planning helps secure your future with effective saving strategies. Financial Planning provides a clear plan for managing your savings. Trust Administration ensures your wishes are legally documented and executed. Charitable Gift Planning allows you to support causes important to you while managing your assets for future beneficiaries. Estate Administration relieves your family by managing the peaceful distribution of your assets. Unique Asset Management diversifies your portfolio with specialized assets managed by our experts. Contact Heartland Trust today for a secure financial future.