Heartland Wealth Strategies

Helping You Define Wealth

Wealth can mean different things to different people. But most importantly, what does it mean to you? At Heartland Wealth Strategies, we’ll help you define, plan for, and pursue your definition of wealth. No matter where you are in life, our wealth management team will create manageable strategies to help you strive for your financial goals. We’ll always be focused on helping you strive for financial prosperity, regardless of the size of your investment account.

Retirement Planning

Retirement Planning

We provide access to a range of investment products to help you develop your portfolio
and plan to pursue a successful retirement.
Wealth Management

Wealth Management

Helping you develop a comprehensive plan to address investments, insurance, tax
management, and more.
Insurance

Insurance

Insurance is a part of your solid financial plan. You can take comfort in knowing you and your family have peace of mind, regardless of what happens.
Our Wealth Management Team.
Monte W. Cross
President
Justin Carlson, CFP®
Wealth Planner
Vic Edwards
Financial Consultant
Arika Morrell
Wealth Planner
Brooke VanDegrift
Administrative Assistant
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Products and Services

Wealth Management

Wealth Management

However, you invest your money, the advisors at Heartland Wealth Strategies provide financial opportunities to investors just like you.
Retirement Planning

Retirement Planning

We provide access to a wide range of financial services to complement traditional investments.
Education Funding

Education Funding

The advisors at Heartland Wealth Strategies work with you to plan your children’s funding for higher education.
401(k) Rollover Services

401(k) Rollover Services

Retiring or changing jobs? What should you do with the 401(k) money you’ve accumulated?
Medicare Supplement Insurance

Medicare Supplement Insurance

Let Heartland Wealth Strategies help you cover the gaps in your medical coverage.
Life Insurance

Life Insurance

Provide your family with peace of mind.
Meet The Team

Meet The Team

Learn more about the people behind Heartland Wealth Strategies.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Certain insurance products offered through Heartland Wealth Strategies.