About Us

Heien Agency

At Heien Agency, we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the 5 critical areas of retirement planning, including:

  • Retirement Income Planning
  • Social Security Planning
  • Medicare & Long-Term Care Planning
  • Estate Planning & Legacy Planning

As financial advisors, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At Heien Agency, we work hard to bring our clients financial solutions that are designed to help them achieve security and peace of mind in retirement.

Call us today to see how we can help!
800-920-6719
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Steve Heien, LUTCF

Steve was born in LeMars, Iowa and raised in Sioux City, Iowa. He and his wife Gay have five children and seven grandchildren and currently reside in Omaha, Nebraska.

Steve is a licensed Insurance Professional who started his career in 1982 with Prudential Financial. In 1995 he and his wife founded The Heien Agency in Fort Collins, Colorado. The Agency has expanded and Steve is now licensed in 14 states which include Nebraska, Wyoming, Colorado, Iowa, North Dakota, Arizona, Nevada, Alabama, Kansas, Utah, California, Texas, Louisiana and Florida. He has attended and taught many Continuing Education classes. He is certified to help build and maintain the safety of his client’s financial profiles and retirement assets in prosperous and uncertain times. Estate preservation has become the main objective of Steve’s firm.