Daniel Pifer - Heartwood Planning Group

Daniel Pifer - Heartwood Planning Group Daniel is a planner who helps businesses, corp. sales/managment and retirees live their best lives!

05/27/2026

Let’s not let your money sit around. I can help you put it to work with the right financial plan. Reach out to learn more.

AI leadership, hotter inflation signals, and a changing of the guard at the Fed—Northwestern Mutual Wealth Management Co...
05/27/2026

AI leadership, hotter inflation signals, and a changing of the guard at the Fed—Northwestern Mutual Wealth Management Company CIO Brent Schutte breaks down the economic data and markets news investors need to know. http://spr.ly/6182B8VDG4

05/21/2026

Let’s normalize talking about your finances. Reach out to me and we’ll get the conversations started.

As AI-leveraging stocks continue to surge, many have asked whether investors are ignoring the risks of the Iran energy c...
05/19/2026

As AI-leveraging stocks continue to surge, many have asked whether investors are ignoring the risks of the Iran energy crisis. The answer is yes, but only at the index level. In reality, the answer is far more nuanced. Northwestern Mutual Wealth Management Company CIO Brent Schutte addresses this question and more in the latest Weekly Market Commentary. http://spr.ly/6189BB4ew5

I can help you put your money in drive so you can enjoy the road to financial freedom. Reach out to me to learn more.
05/18/2026

I can help you put your money in drive so you can enjoy the road to financial freedom. Reach out to me to learn more.

Your child’s future may not follow a single path—and your savings strategy shouldn’t either. Read this article to learn ...
05/18/2026

Your child’s future may not follow a single path—and your savings strategy shouldn’t either. Read this article to learn how to build a plan that fits your family’s needs. http://spr.ly/6189BBuF9Z

05/13/2026

I want to help your money with all the big plans you have this summer. Reach out to learn more.

Equities moved higher again this week, supported by continued strong earnings, fresh evidence of a stabilizing labor mar...
05/12/2026

Equities moved higher again this week, supported by continued strong earnings, fresh evidence of a stabilizing labor market, and growing optimism surrounding artificial intelligence. Beneath the surface, however, the U.S. economy has only grown more divided. Northwestern Mutual Wealth Management Company CIO Brent Schutte breaks down the latest market news and economic data. http://spr.ly/6185BBsJeJ

Young households are spending less and saving more. Read this article for ideas on how you can take control of your fina...
05/11/2026

Young households are spending less and saving more. Read this article for ideas on how you can take control of your finances, and then let’s connect so we can build a plan that’s tailored to your goals. http://spr.ly/6183BB3d3J

05/06/2026

I will help you with the money side of life so you can focus on the doing-things-you-love side of it. Reach out and we can work together.

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211 S Washington Street
Marion, IN
46952

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