My Background

 

Heather L. Colhour, LUTCF

Heather has been with New York Life and providing Financial Services since Spring 2001.  Since than, she has focused on a holistic approach to helping her clients determine and meet their financial goals. 

 Heather is a member of NAIFA (National Association of Insurance and Financial Advisors), WIFS (Women in Finacial Services), an Executive Council Agent and a qualifying member of the Million Dollar Round Table 2013.

She continues to add to her professional knowledge and skills in order to develop and implement personal and business plans customized to effectively address even the most complex situations. 


Heather utilizes a network of resources in New York Life's Advanced Planning Consultants.   A veteran team of nearly twenty professionals who hold numerous degrees and certifications including J.D., LL.M, CPA, CFP®, CLU and ChFC®.  The Advanced Planning Group collectively leverages years of practical experience as lawyers, accountants, life insurance agents and financial service providers to offer New York Life's advanced markets agents like Heather unparalleled assistance in all aspects of advanced estate and business planning.

One of the traits most appreciated by her clients is providing information in a straight-forward, easy to understand way; strengthening the relationship with her clients.   Heather not only delivers innovative and highly effective recommendations, but also brings them to completion in a timely manner. She coordinates the fact gathering and desired outcomes as well as manages the many detailed activities required to formulate and implement a sound strategy and it's revisions due to life changes.  Heather's clients appreciate that she removes the confusion, frustration and procrastination often associated with business and estate planning.


Heather 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 Missouri, Iowa and Kansas.  No insurance business may be conducted outside these states referenced.

Heather is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC(member FINRA/SIPC), A Licensed Insurance Agency, 212 W. Main Street, Suite A, Maysville MO  64469. 

White-Rhode Financial is not owned or operated by NYLIFE Securities LLC, or its affiliates.

 

 

 

 

 

 

 

 

 

 

 

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