A matter that goes beyond the trust services of managing assets and investing money. It’s a matter of treating our customers with compassion, listening to their stories, and tailoring our services to fit their individual needs. We don’t offer a sales pitch, we offer a solution with consistent results for all of our customers.
Legacy is about who you and how you want to be remembered. At Heartland Trust Company, this is how we think about trust services - an opportunity to honor your unique legacy, whatever that might be.
We work to understand you, your family, and the life you've built. We're here for you.
We understand the financial and emotional turmoil caused by life-changing events, such as divorce or the loss of a spouse.
We provide a caring, supportive environment while we create a framework for your current and future needs.
Hard work and a lifetime of earnings deserve a financial partner who produces consistent results.We provide more than investment advice, but specialize in all aspects of your financial portfolio.
The tax and legal environment surrounding estate planning can be confusing, and navigating the complex relationships in any family can be a harrowing experience.
Let us help you work through this process.
Heartland Trust Company utilizes the best technology to better serve you. Maui® is the industry's premier trust accounting application. This advanced trust software allows our associates to better service you with comprehensive financial information and plans to address all of your needs.
All of the information contained herein is for informational purposes only. The material is not intended to constitute legal, tax, investment, or financial advice and may not be used as such. Effort has been made to assure that material presented herein is accurate at time of preparation; however, this material is not intended to be a full and exhaustive explanation of the law in any area or all of the tax, investment, or financial options available. You should consult a lawyer or tax professional to insure that the same is accurate and appropriate for your unique situation. Pursuant to IRS Circular 230 you are informed that any tax information contained in this communication is not intended as tax advice and is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.