Steve Heiny

Background

About Steve Heiny

We believe that financial planning is about more than just investing. Through the heart of a teacher, we work with each client to make sure they understand every step of the process. Whether you are working through one of Dave’s 7 Baby Steps or just getting started, we are here to help. Comprehensive financial planning is about building wealth through a process, not a product. A plan provides not only direction, but also an integrated strategy to try and better your overall financial life over time. A comprehensive plan takes into consideration the entirety of your financial life. Your assets, liabilities, taxes, income, business, etc. These aspects of your financial life are never isolated from each other. Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.