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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

 

Related Content

Introducing the 530A Accounts

Introducing the 530A Accounts

An article explaining 530A Accounts.

Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

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

The Power of Interest - How Long Will it take My Money to Do

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

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Contact

Office: (217) 224-5560

Toll-Free: (800) 231-3035

BDreier@HeartlandFA.com
 

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...

Jerry Dreier, CLU, ChFC

Jerry Dreier is a lifetime resident of Quincy and has been assisting investors for the last 35 years. Jerry has developed a career in advising retirees and those about to retire who wish to preserve their principal and make their money...

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...

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...

Jennifer Berg

Jennifer entered the financial services industry after she graduated from Kansas State University in 1998. She holds a Bachelor’s degree in Human Resource Management. Jennifer runs the day-to-day, administrative operations for Brian...

 

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Registered Representative, securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA & SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. JA Counter & Assoc. Inc and Cambridge are not affiliated.

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Contact

Heartland Financial Advisors, LLC

Office: (217) 224-5560

Toll-Free: (800) 231-3035

1022 Maine Street

Quincy, IL 62301

BDreier@HeartlandFA.com

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