Investments & Insurance

 

Welcome

Hoosier Heartland Financial Services, LLC is committed to providing quality insurance products, innovative solutions and superior service to our clients. We offer a full compliment of investment and insurance products to fit your needs.

 

Investments and insurance products provided should Not Be Considered a Deposit, May Lose Value, No Bank Guarantees, and Not Insured by FDIC or by Any Government Agency.

 

Hoosier Heartland Financial Services is insurance and securities licensed in the states of Indiana and Illinois.

 

Securities and advisory services offered through Madison Avenue Securities, Inc. (MAS) a registered investment advisor; member FINRA & SIPC; MAS is not affiliated with Hoosier Heartland Financial Services.

        
http://www.finra.org/          http://www.sipc.org/

 

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Our Mission

Present new information on today’s retirement and savings issues and opportunities.

 

Deliver exemplary service and treat our clients with dignity and respect.

 

Maintain an environment of personal trust and confidence.

 

Offer valuable products and services to meet the needs of our clients.

 

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Our Goal

To educate our clients in an easy to understand, easy to follow manner to the various types of investment strategies available to help them develop a comprehensive retirement plan designed to meet their short and long term goals.

 

Our thorough investment risk analysis helps our clients identify how changes to their investment portfolio may:

  • Reduce risk
  • Reduce and / or eliminate unnecessary fees
  • Reduce taxable income
  • Increase income / cash flow

 

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Services Offered

Retirement Income Planning

Tax-Efficient Wealth Transfer

Legacy Planning

College Tuition Planning

Portfolio Risk Assessment

Life insurance Planning

Asset Protection:

  • Indiana Long-Term Care Insurance Program (Partnership

Business Planning:

  • Buy / Sell Agreements
  • 401(k) / SIMPLE IRA Plans
  • Disability Protection / Income Plans
  • Business Continuation
  • Key Employee Protection

IRA (Traditional, ROTH, SIMPLE, SEP)

401(k) Planning

School / Non-Profit 403(b) Retirement Plans

UGMA & UTMA Accounts

Non-Profit Income Generation Planning

 

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Investments & Insurance

Stocks

Exchange Traded Funds

Mutual Funds

Bonds

College Savings 529 Plans

Annuities

Life Insurance

Juvenile Life Insurance

Mortgage Protection Insurance

Disability Income / Replacement Insurance

Business Buy / Sell Agreements

Long-Term Care Insurance

IRA’s

Qualified Retirement Plans (401k, 403b, SIMPLE IRA, 457)

 

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Life Insurance

Most people agree that adequate life insurance is a must. However, the definition of “adequate” varies from person to person. There are many forms of life insurance, from term life to universal life and lots of other combinations. The right answer for you is a program of protection that addresses your needs now and in the future. Our planning process will assist you in determining how much insurance you need and what types and combinations are right for you and your family through the years.

 

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Fixed Annuities

Whether you are enjoying retirement or planning for your future, safely growing your savings is probably extremely important to you. Fixed annuities have a place in most every portfolio if both safety of principal and competitive interest rates are important to you. With fixed annuities, your principal is guaranteed, interest rates may be higher than those received elsewhere and your savings grow tax deferred. Also, fixed annuities can be structured to guarantee you a certain monthly income for as long as you live. Annuities should be viewed as a long-term investment for the following reasons:

  • Withdrawals prior to age 59½ may result in IRS 10% early withdrawal penalty
  • Withdrawals in excess of the contract “penalty free” amount may result in fees and or penalties reducing your principal investment.

 

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Contact Us

Hoosier Heartland Financial Services
1661 US 231 South Crawfordsville, IN 47933
Office: 765-361-3343
Mobile: 812-230-8701
Fax: 765-361-3342
tdaniels@madisonreps.com

 

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OWA

Hoosier Heartland State Bank
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