Heartland Group at Farther
A purpose-driven retirement planning team: dedicated to creating efficient, holistic strategies that secure your future and provide peace of mind.
Connect with us
Getting to know Heartland Group
Contact us
Office Address
310 E. Superior Street Suite 250 Duluth, MN 55802
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.
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 has been addressed.
Tax & investment strategies+−
We help you build an efficient plan for investments and taxes, aiming to support your financial 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.
Our guiding principles
Educate and Simplify
We simplify complex plans, ensuring they align with your goals.
Collaborative Partnership
We align every facet of your financial life with your retirement goals.
Logical
Solutions grounded in logic, tailored to meet your specific needs.
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 get paid 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?
Your all-in-one financial ecosystem
Our Intelligent Wealth Platform brings your financial world into a trusted, single-view, with technology natively built to avoid the limitations of legacy wealth management institutions. Your information and accounts are protected with the highest levels of data security and compliance.
Deep Integration With
Pershing, Apex, Schwab, Fidelity, and 90+ additional custodians
Complete Financial Operation System
AWS Security & Privacy and Plaid Connectivity
Your full wealth picture, in one place
Effortless control+−
Gain a comprehensive view of your financial landscape — banking, investments, lending, insurance, and more — all organized on one platform.
Streamlined collaboration+−
Share specific financial data with your CPA, attorney, and family members — promoting transparent and collaborative wealth management.
Centralized document hub+−
Store every financial document in one organized, secure, and easily accessible location.
Cash management+−
Our intelligent system continuously monitors your bank accounts — maintaining your liquidity, while ensuring excess cash is efficiently invested and working to increase your wealth.
Save time and hassle+−
Find answers and perform financial tasks swiftly with just a few clicks, from anywhere, at any time.
Case Studies
CASE STUDY
Early, Unplanned retirement
When health challenges led to early retirement, we created a plan to replace income and ensure a smooth transition.
CASE STUDY
Not ready to retire, but ready to live
We helped our client start charitable giving now—rather than waiting 20 years—while continuing to grow her career.
CASE STUDY
Living the dream
We helped our clients turn their dream of full-time travel into reality years earlier than they imagined while securing their future.
CASE STUDY
Planning for what’s beyond
We helped our clients create a tax-efficient plan to secure their family’s future giving them peace of mind about their legacy
connect with Heartland Team
310 E. Superior Street, Suite 250 | Duluth, MN 55802
Ready to talk?
Simply fill out this commitment-free form to begin. We look forward to getting to know you.