Kyle Leckrone

Background

About Kyle Leckrone

At Heartland Bank, Kyle Leckrone leads client-centered portfolio and estate planning initiatives, delivering tax-efficient investment strategies with a focus on long-term financial growth." My mission is to empower high-performing professionals to align their financial decisions with their life goals—so they can retire with confidence, not compromise. With a structured and proven process, I help clients: Identify and mitigate key risks to retirement success Build tax-efficient strategies to preserve and grow wealth Stress-test portfolios against market volatility Clarify retirement timelines and income needs Design estate plans that protect and transfer wealth efficiently Many successful professionals spend years building their businesses or careers, only to find themselves unprepared for retirement. I work to ensure that doesn’t happen—by helping you create a financial plan as intentional as your business strategy. Estate Planning That Honors Your Legacy A well-crafted estate plan ensures that more of your hard-earned wealth goes to the people and causes you care about—not to unnecessary taxes or probate costs. I help clients structure their estate to: Minimize estate and inheritance taxes Avoid probate delays and expenses Ensure a smooth and intentional transfer of assets Protect family wealth across generations If you’ve ever asked yourself: Can my portfolio withstand another 2008-style downturn? When can I retire—and how much will I need? Am I maximizing all available tax strategies to protect my income and legacy? Then we should talk. Let’s make sure your financial success translates into personal freedom—and a lasting legacy. Email: kyle.leckrone@heartland.bank P: ext. 3390 M: 740.675.1856