Estate Planning
Utilize the shared knowledge and experience from our financial, legal and accounting professionals. From quit claim deeds, to inherited investments, to estate tax filing, we’ve got a representative that can help you.
Independent financial guidance
Building your financial freedom, together.
Our independent advisors act as fiduciaries, strategically guiding you on the path to achieving your dreams. Whether it be retirement, education, or second homes, our experienced advisors are here to take care of you like a family.
What we do
Our Services
Thoughtful planning and personalized guidance for the financial decisions that shape your future.
Investment & Retirement
Whether you need help with your 401K rollover, family inheritance or other financial service needs, we can outline a very personalized plan to best maximize the retirement income available to you. Having an independent investment advisor may be most advantageous for maximizing your portfolio potential and satisfying your income needs.
Retirement Income Planning
We utilize a specific formula that considers your income needs and coordinates it with all of your assets and income, to present to you a personalized retirement outline. This serves to help you better anticipate when changes will be occurring and to possibly prevent missteps due to inactive planning.
Insurance
No matter which type of insurance you need, we are able to help you determine the best route to take in order to protect you and your loved ones. We are knowledgeable in life insurance, disability income insurance, short term coverage, and other various policies.
Accounting Services
In addition to financial services, we also have access to legal, tax and estate planning resources, to better service your estate needs. When considering a thorough financial plan, many of these other services go hand in hand. As a client of our firm, you may be eligible for discounted services through our referral system.
Meet our team
James Steinbrenner
Founder & President
James Steinbrenner is the founder and president of Steinbrenner Financial and the Heartland Organization, Ltd. His goal is to help individuals plan for retirement by providing personalized services and financial recommendations to his hundreds of clients.
Jim moved to Wisconsin from Illinois in 1994, and graduated from the Wisconsin system with a degree in Quantitative Economics. He then went on to do Master’s work at Illinois Institute of Technology, Stuart School of Business focused on Financial Markets and Trading. He started his financial career working for John Hancock Financial as a financial representative and then a staff manager.
Jim then became an independent representative, founding Steinbrenner Financial in 1984 and then the Heartland Organization, Ltd in 1994 for estate planning services. He now focuses on creating personalized portfolios, servicing current clients, and operating the business.
Jim has been given numerous awards throughout his time in the financial industry, including Top Producer award and Chairman’s Club award from multiple companies. In his free time, he enjoys reading, saltwater fishing, spending time with his family, and his dogs.
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