Investment Advisory
and Retirement Planning

Roth Conversion • Tax-Mitigation Planning • Estate-Planning Coordination • Retirement Income Distribution

Heartland Northeast, LLC provides educational services to pre- and post-retirees. Meetings are done in person face to face or using a virtual session using Zoom from the privacy of your home if that is your preference. We give you time to see if what we do can help you and your family.

Heartland Northeast LLC coordinates estate-planning strategies with qualified estate-planning attorneys and other professionals as appropriate. Whether you are just starting out or have a retirement nest egg, we can help you make sure it works as hard and as smart as you did in earning and saving it.

We are recognized for educating District Teachers, University and College Educators, and Municipal and Federal employees to maximize their retirement income with suitable recommendations so you don't outlive their money.

We have always realized the importance of fulfilling this mission by providing the benefit of the upside of the stock market while minimizing asset loss due to stock market reductions.

Virtual sessions include:

  • No Initial fees or financial commitments. If you decide to work with us, we focus on strategies designed to help protect and preserve your assets.
  • Presenting a variety of income distribution scenarios centered around developing income distribution strategies designed to provide sustainable retirement income. In most households, the assets are passed to a designated beneficiary.
  • In the absence of a Pension plan, we can help to fill the gap. These pensions are privately managed by only top-rated and well-known Investment Firms with strong balance sheets and financial stability.  They are all AMBEST A-rated.

We are recognized for designing solutions for employees of Public-School Districts, Municipalities, Colleges, Universities, and the Federal government with methods to increase annual retirement income amounts, lower taxes, and ensure your money lasts throughout your retirement years. These strategies are designed to help reduce the risk of outliving your retirement savings.

Retirement Planning

We’ve been working with contributing employees like you, with our 38+ years of combined experience, to help create strong financial foundations using 401k, 403b, TSP, and other retirement savings accounts provided through your State Teacher's Retirement System, Municipalities, and the Federal Government.

We all want to be confident that we have enough to retire. But the truth is, your pension and Social Security may not be enough.

Any 401k, 403b, 457(b), TDA, TSP, and other ERISA Plans, etc., are an important aspect of a person’s retirement savings approach because it is needed to deal with the Pension Income Gap that is created when you retire and leave the payroll system.

District Teachers, University and College Educators, and Municipal and Federal employees trust us because we have a proud history of supporting these communities.

Learn how working with a financial professional at Heartland Northeast, LLC can yield more retirement income and lower taxes on your retirement savings account. Working with us can help develop a retirement-income strategy designed to make your assets last throughout retirement.

Contact Us Today
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