Case Study: How The Heartland Group Helped Four Clients with Their Financial Planning Needs

At the Farther Heartland Group, we're a purpose-driven retirement planning team. When people are beginning to think about their retirement, it can be difficult to take something as abstract as the concept of financial planning and visualize what that may look like for them in practice.

To help with that visualization, here are four quick case studies that detail four specific scenarios where we leveraged financial planning to achieve a certain goal or solve a concrete problem for a client.

When our client’s health forced him into early retirement, our team created a plan to replace his paycheck, ensure a smooth transition, and help him and his spouse live the life they dreamed of. Now, his health is thriving, and his spouse is retiring early too, so they can enjoy life as a “young, retired” couple.

Our client loved her work but wanted to ensure her assets were being used wisely. After working with our team, she discovered she could begin her charitable giving now—something she thought would be a 20-year wait—allowing her to live her dream while still building her career.

Our clients had a bold vision: “Sell it all and hit the road.” Unsure of when or how to make it happen, they worked with our team to design a plan around their goals. They sold their house, hit the road in a camper trailer with a boat in tow—and did it years earlier than they imagined. After three years of travel, their plan enabled them to buy a permanent home near their adult children, with the camper and boat parked for a well-earned break.

Our clients were already retired, but they had concerns—not for themselves, but for their wealth and family’s future. Working with their estate attorney and children, we crafted a financial plan centered around their goals and family needs, ensuring a smooth, tax-efficient transition of assets. This allowed them to continue living with purpose and peace of mind, knowing their family will benefit from their legacy without added stress.

Next Steps

If you have a specific planning area or question on your mind that you'd like help with, don't hesitate to reach out to our team by filling out the contact form on our page.