STEVEN P HEATH

As a New York Life Agent, I don’t believe in a “one-size-fits-all” approach. Instead, I’ll work with you to create a strategy that’s based on your individual needs and objectives.

So how do we get started?

Let’s talk: That’s how it all begins-with a simple conversation. Let’s get together at your convenience, maybe over coffee, and see if working together makes sense for us both.

Be open and honest: I’ll try my best to anticipate your needs, but will never assume anything. That’s why it’s so important to be as candid as possible when discussing your goals.

Ask lots of questions: Go ahead, I don’t mind. In fact, I love to answer questions and want to make sure that you fully understand every recommendation I make.

You make the decisions: While this is very much a team approach, there’s never any doubt who’s in charge. I’ll analyze your needs, review your coverage, and supply all the information-but every decision is completely up to you.

Helping you make smart decisions.

Whether you’re starting a growing family or getting ready for the next chapter after your career, I can help you save for college, prepare for retirement, and protect the things that matter most along the way.

Life is full of ups and downs. With some planning you can help smooth out the bumps along the way. I can show you life insurance and financial products that can help. Contact me to get started.


Making your business stronger.

Whether it’s a brand new start-up, or been in the family for generations, small businesses all have their own unique financial and protection needs. Let’s work together to find the right solution for yours.

Small businesses are the engine of the economy, so it’s important they get the financial protection and guidance they deserve. Let me help you find the right tools to keep your business on track.