Heart Financial Partners

Heart Financial Partners A private wealth advisory practice of Ameriprise Financial Services, LLC

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Planning for retirement is about feeling confident in what comes next. If you’re unsure how long your savings will last ...
06/01/2026

Planning for retirement is about feeling confident in what comes next. If you’re unsure how long your savings will last or just want a clearer plan for withdrawing assets, managing risk and taxes — I’m here to help.

Together, we can build personalized, retirement income strategies to support your goals and help your money last.

Ready to feel more confident about your future? Let’s talk.

https://bit.ly/4ujjBMY

Education is one of the most meaningful investments families can make, and a 529 plan can be a powerful tool to help sup...
05/29/2026

Education is one of the most meaningful investments families can make, and a 529 plan can be a powerful tool to help support that goal. Whether you’re just getting started or already contributing, National 529 Day is a great reminder to review your education savings strategy and make sure it still aligns with your goals.

Here's how a 529 plan can benefit you or a loved one:
• Tax-advantaged growth for education expenses
• Flexibility for many qualified education costs
• A long-term strategy that can grow alongside your child or loved one

Planning ahead can help turn today’s savings into tomorrow’s opportunities. For more insights, visit https://bit.ly/4tXB2lL

Are you ready for retirement? These retirement countdown milestones can help you know what actions to take and when to h...
05/26/2026

Are you ready for retirement? These retirement countdown milestones can help you know what actions to take and when to help ensure your post-work life is more relaxing than taxing. https://bit.ly/4a9mE2I

Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their sho...
05/18/2026

Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their shoulders – but many feel unprepared. Feeling better prepared can start with a simple conversation. Reach out to us and let’s talk about your goals.

Your 20s are full of firsts — first “real” job, first apartment, first big life decisions. But here’s the part often ove...
05/13/2026

Your 20s are full of firsts — first “real” job, first apartment, first big life decisions. But here’s the part often overlooked: your 20s are also the best time to set yourself up financially. Smart habits today create a confident tomorrow.

Check out these three steps that will set you up for success. If you have questions or want to learn more, let's connect.

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow an...
05/10/2026

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt Happy Mother’s Day to all who nurture, guide, and inspire us. 💐

Just like your home, your finances benefit from a good spring cleaning. It's a great opportunity to pause and make sure ...
05/05/2026

Just like your home, your finances benefit from a good spring cleaning. It's a great opportunity to pause and make sure everything is still working for you the way you need. Here's a few simple steps to bring clarity and confidence:

1. Review subscriptions: Are you paying for services you no longer use or need?
2. Consolidate accounts: Fewer accounts can mean less complexity and better visibility.
3. Update beneficiaries: Life changes and your plan should reflect them.

If you haven’t revisited these basics in a while, spring is the perfect reminder to do so!

Heart Financial Partners is more than our name — it reflects the experience that we hope our clients have when they work...
04/30/2026

Heart Financial Partners is more than our name — it reflects the experience that we hope our clients have when they work with us.

"Heart" relates to much of what we do with and for our clients. We strive to listen to what's on their heart and serve with sincerity and kindness from the heart. We come alongside our clients wherever they are on their life journey. This means collaborating to reach their goals and bring contentment to their heart.

If you or someone you know may benefit from thoughtful financial planning, contact us for a free consultation.

Congratulations, Linda! After 12 years with Heart Financial Partners, she is retiring and stepping into a well-earned ne...
04/27/2026

Congratulations, Linda! After 12 years with Heart Financial Partners, she is retiring and stepping into a well-earned next chapter. She's had a phenomenal career in financial services where she's made a lasting impact in the lives of clients and coworkers alike. We will miss her in the office but are excited for her next adventure!

Address

601 S Kansas Avenue
Topeka, KS
66603

Website

Alerts

Be the first to know and let us send you an email when Heart Financial Partners posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Heart Financial Partners:

Shortcuts

Share

Category