A purpose-driven retirement planning team: dedicated to creating efficient, holistic strategies that secure your future and provide peace of mind.

The Heartland experience

We are here to build a lasting relationship focused on what truly matters. By understanding your dreams and challenges, we offer the comfort and confidence you need for the future, while staying grounded in the present.

Typical concerns we help with

Retirement brings new opportunities, along with the need to align finances with your life. Here is a list of common questions that our clients ask us:

What will the next season of my life look like?

How do I replace my paycheck once I retire?

Will taxes affect my ability to stay retired?

What happens to my wealth when I’m gone?

Do I want to leave a legacy or be part of one?

What important questions am I missing about retirement?

Life-changing guidance, tailored to your unique needs

Meaningful connections

Through genuine connections, we customize your strategy to what matters most to you and your family.

Income you can rely on

Our plans let you live fully, knowing your paycheck replacement is already set.

Tax & investment strategies

We help you build an efficient plan for investments and taxes, securing your future.

Tech that works for you

Technology should simplify life. Ours does.

Service that stays with you

Being present with you is our top priority.

Life-changing guidance, tailored to your unique needs

Meaningful connections

Through genuine connections, we customize your strategy to what matters most to you and your family.

Income you can rely on

Our plans let you live fully, knowing your paycheck replacement is already set.

Tech that works for you

Technology should simplify life. Ours does.

Tax & investment strategies

We help you build an efficient plan for investments and taxes, securing your future.

A team of trusted advisors: Committed to excellence and integrity

WHAT YOU GET: 

TRANSPARENT PRICING

Customized Financial Plan

Fiduciary Financial Advisor

WE WILL NEVER:

Charge Hidden Fees

Recommend Cookie-Cutter Strategies

Hide Conflicts of Interest

Guiding principles

EDUCATE AND SIMPLIFY

We simplify complex plans, ensuring they align with your goals.

LOGICAL

Solutions grounded in logic, tailored to meet your specific needs.

COLLABORATIVE PARTNERSHIP

We align every facet of your financial life with your retirement goals.

FUN

Our goal is to help you enjoy life to the fullest.

Typical concerns we help with

Retirement brings new opportunities, along with the need to align finances with your life. Here is a list of common questions that our clients ask us:

What will the next season of my life look like?

How do I replace my paycheck once I retire?

Will taxes affect my ability to stay retired?

What happens to my wealth when I’m gone?

Do I want to leave a legacy or be part of one?

What important questions am I missing about retirement?

Our Team

Barry Bigelow

Principal, Wealth Advisor

Jacob Barr

Vice President, Wealth Advisor

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Go Farther

*This chart is solely for informational purposes and should be considered only as a hypothetical situation. Investing in securities involves potential risks, including loss.

A sophisticated wealth platform that makes your life simpler

Our proprietary platform includes everything you need to easily, confidently manage your wealth — and nothing you don’t.

  • See your wealth in action
    Get a holistic view of your finances, all in one place.
  • Effortless to control
    A simple dashboard allows you to make changes to your portfolio directly.
  • Save time and hassle
    Get the answers you’re looking for at the click of a button.

The security of your assets is our top priority

  • Investments insured by SIPC up to $500K for each account
  • Your data is encrypted when stored and on the move
  • Your money is backed by trusted custodians, including Pershing, Apex, Schwab, and Fidelity

Ready to talk?

Simply fill out this commitment-free form to begin. We look forward to getting to know you.

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