Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Related Content

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

Featured Team Member

Brian Dreier

Brian started his financial planning career in December of 1994 after graduating from Rockhurst University in Kansas City, MO. His practice has worn several hats over the years. As the financial world becomes more complex, it is...

Leann Binkerd

After living most of her life in South Dakota, Leann returned “home” to Quincy in 2023. Leann has a storied background in the insurance and financial services industry. Her time in customer service is evident to everyone associated...

Terri Vahle

Terri graduated from Western Illinois University with her Bachelor of Science Degree in Education and an area of concentration in economics. She joined Heartland Financial Advisors in June of 2020. Terri’s outgoing personality shines...