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Heartland Financial Services
Tate Hartman, CFP®, M.A.
Financial Advisor
217-726-2101 x267
thartman@heartlandfinancialservices.org
Welcome to Heartland Financial Services
Heartland Financial Services is a division of Heartland Credit Union, aimed at providing our membership with investment services at an institution they trust.  Financial advisor Tate Hartman, CFP(R), is responsible for leading the division, helping clients determine their financial goals and creating customized plans.
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Newsletters
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    One advantage of term life insurance is that it is generally the most cost-effective way to achieve the maximum life insurance protection
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    Content will appear in the future.
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    Outstanding student loan debt in the United States has tripled over the last decade, surpassing both auto and credit card debt to take second place behind housing debt
  • What are the new rules for 401(k) hardship withdrawals?
    The Bipartisan Budget Act passed in early 2018 relaxed some of the rules governing hardship withdrawals from 401(k)s and similar plans. Not all plans
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    A health savings account (HSA) is a tax-advantaged account that you can establish and contribute to if you are enrolled in a high-deductible health plan (HDHP). Because
    
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 IMPORTANT DISCLOSURES

Heartland Financial Services is a division of Heartland Credit Union (HCU).  Securities are: not insured by the NCUA; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested.  Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC).  Member FINRA/SIPC. MSTC and HCU are not affiliated.

Information provided by Registered Representatives of Midwestern Securities Trading Company, LLC is neither tax nor legal advice. Investors should speak to their tax professionals for specific information regarding their individual tax situations.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

 



This communication is strictly intended for individuals residing in the state(s) of IL. No offers may be made or accepted from any resident outside the specific states referenced.
 


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