Retirement Income Distribution, Tax Mitigation, and Asset Protection and Preservation

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 do not charge an initial consultation fee, so it gives you time to see if what we do can help you and your family.

Heartland Northeast, LLC, a nationally licensed firm, is a team of experienced financial specialists. 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 risk-free so they never 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 eliminating asset loss due to stock market reductions.

Virtual sessions include:

• No Initial fees or financial commitments. If you decide to work with us, your assets are always protected from start to finish.

• Presenting a variety of income distribution scenarios centered around maximizing lifetime income that the investor will never outlive.  In most households, the assets are passed to a designated beneficiary.

• Creating a pension plan where there is no investment risk.  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. There are no management fees.

Since our inception, we have maintained a 100% compliance, regulatory, and consumer satisfaction history.