SHRM_TL_3.16.18

Heartland Institute of Financial Education

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4001 Westerly Place, Suite 106
Newport Beach, CA 92663
About Heartland Institute of Financial Education


  • Workplace Programs:
    We help companies who are concerned with employee financial stress or ERISA compliance. We mitigate the risks by providing financial wellness classes for employees, and educating HR and business owners on financial wellness compliance. (no cost to the company)

    Personal Programs:
    We help individuals establish a personal action plan thru free financial coaching. Whether it be just answering questions, to creating a financial plan. Financial reviews are free.

    College Planning:
    We help families reduce the cost of college, with our HIFE College program which starts in middle school, thru high school, college, and ultimately the job. We provide parent presentations, college planning booths at schools/fairs, and 1 on 1 consultations.
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