Heartland Credit Union

When it comes to investing, our recommendations are as individual as you. 

Heartland Credit Union has partnered with a Registered Representative who can recommend a mix of quality investment options, such as mutual funds, IRAs and fixed annuities, based on your unique situation. We also offer long-term care and life insurance to protect you and your loved ones.

Mark Engle is the Financial Advisor for Securities America Advisors, Inc. located at Heartland Credit Union.  He is skilled at tailoring recommendations suitable to your risk tolerance and investment analysis.

Kasey Vergin is also another Financial Advisor for Securities America Advisors, Inc. located at Heartland Credit Union.  He can also help you with your finanancial needs and goals.

Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC, and Financial Planning and Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm, Mark Engle and Kasey Vergin, Representatives, Engle Tyler & Associates, Heartland Credit Union and the Securities America companies are separate entities.

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Expenses in Waiting: Managing Costs on Your Property and Casualty Insurance

For auto and homeowners insurance, consider deductibles and coverage limits, and compare rates for available options.

Special Bequests for Special People

A personal property memorandum could be used to make bequests of specific items to heirs.

Meet the Greeks: Alpha and Beta

This article explains how alpha and beta measures can be used to compare investments.

Liability Protection for Business Owners

Organizing as a limited liability company has its benefits and offers many of the same legal protections as a corporation.

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