Let's Talk. I'm Glad You're Here.
A CONVERSATION IS A GOOD PLACE TO START.
You don't need to have
it all figured out.
That's why we talk.
Maybe there is a decision you have been putting off. Maybe something has changed. Or maybe you simply want to feel more confident about where you are headed.
Whatever brought you here, I'm glad you came. Reaching out is a thoughtful step toward understanding your options. You can start with one question, a rough idea or “I'm not sure where to begin.”
— Nick Wilz
Find a time to talk Send me a note ↓
Prefer the phone? Call 563-794-1859.
Let's start with what's on your mind.
You do not need a perfect spreadsheet, a certain vocabulary or every document in order. And you do not need to feel embarrassed about something you wish you had done differently. We all start somewhere.
Your question might be about retirement, an old 401(k), your family's future, your farm or your business. We can begin there and work out which details matter next.
My first job is to listen. I want to understand what matters to you before we discuss a strategy, an account or a product.
What happens after you reach out?
1. We make a little room to talk.
Choose a time on my calendar or send a short note below. If you send a note, I will follow up to find out a little more and arrange a conversation.
2. You tell me what matters.
We will talk about your questions, your priorities and anything that feels uncertain. You can ask how I work, what help might look like and what it could cost.
3. We decide on a useful next step.
If working together makes sense, we will discuss the scope, fees and information needed before you decide whether to move forward. You have room to ask questions and take your time.
A real person, right here in Waukon.
I'm Nick, founder of Heartland Wealth Partners. My background in community banking, insurance and financial planning has brought me into conversations with people at many different stages of life.
You deserve to understand the choices in front of you and feel comfortable asking questions. That is the kind of conversation I want you to have here.
Heartland Wealth Partners
504 West Main Street
Waukon, IA 52172
563-794-1859 · nick@heartlandwealthpartners.com
Serving Waukon, Decorah, Cresco and communities throughout Northeast Iowa. Please arrange a time before stopping by so I can give you my attention.
What's the question you've been meaning to ask?
A sentence or two is plenty. Tell me what is on your mind and how you would like me to get back to you. You are starting a conversation; you do not need to complete a financial questionnaire today.
Please keep this first note general. Save account numbers, Social Security numbers and personal financial or medical documents for a secure way to share them.