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Serving the Heartland since 1979
Products and Services
 
Financial Planning
 
  • Retirement Plans
  • Estate Plans
  • Tax Efficient Plans
  • College Plans

 

 
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • 401(k) Planning
  • 403(b) Planning 
  • Profit Sharing Plans
  • Money Purchase Plans
  • Buy/Sell Funding
 
 
 
Investments 
 
  • Managed Accounts
  • Wrap Accounts
  • Stock Mutual Fund
  • Bond Mutual Funds
  • Variable Annuities
  • Variable Universal Life Insurance
 
 
Insurance 
 
  • Life Insurance 
  • Disability Income Insurance

 
  • Long Term Care Insurance 
  • Health Insurance

 

 

 
616 18th Street SW , Rochester, MN  55902
Phone: (507) 288-5006   Fax: (507) 288-5552   Email: doug@heartlandmoney.com
 
17316 Kenyon Ave, Suite 105 , Lakeville, MN 55044
Phone: (651) 331-9011   Fax: (507) 288-5552   Email: corey@heartlandmoney.com
 
 
Securities offered through Sammons Securities Company, LLC.
A registered broker/dealer. Member FINRA & SIPC.
Fee-based investment advisory services offered though SPC, a registered investment advisor.