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About Us

Heartland Financial Services is a separate division of Heartland Credit Union, focusing on helping members of HCU and the Springfield area with their investments and financial planning needs.

Client Centered

Heartland Financial Services specializes in providing assistance with:

  • 401(k) rollovers
  • Stocks, Bonds, Mutual Funds, and Annuities
  • Traditional and Roth IRAs
  • Employer Sponsored Retirement Plans
  • Retirement Income Planning
  • Education Savings
  • Investment Advisory Services
  • Life Insurance
  • Long Term Care Insurance
  • Estate Planning
What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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Find That Lost Retirement Account

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
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Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
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