As with most other things in life, the key to achieving your long-term financial objectives is preparing. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

Of course, preparng for your financial future can be intimidating. Luckily, you don't have to do it alone. As a New York Life insurance agent, and a Registered Representative of NYLIFE Securities LLC Jeff Heland will be a great resource for you.

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest. 

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Disclosure

Jeff Heland is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of FL, IA, IL, MO, and WA. No insurance business may be conducted outside the states referenced.

Jeff Heland is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 215 Jefferson St, Burlington, IA, 52601, 319-752-5350. In this regard, this communication is strictly intended for individuals residing in the states of DC, IA, IL, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.