About Us

Heather Calhoun has helped hundreds of families plan for their financial future since 2018. She is a source of knowledge for seniors navigating the complexities of retirement, with a specific focus on Medicare, Long-Term Care, and Annuities.

She works with a diverse clientele, including farmers, postal employees, homemakers, independent contractors, business owners, and executives. Heather and her team consult on each client's goals, creating multiple options to help them reach their financial objectives. She treats every client like family and is always just a phone call away.

Heather is licensed in Oklahoma, Colorado, Kansas, and Missouri. She is also a licensed member of the National Association of Insurance Commissioners of Missouri, the Better Business Bureau, and Missouri Public Notaries, among other organizations.

Heather and her husband, Dan, have been married for 26 years and live in Republic, Missouri. They have two children, Justin and Caitlin. In her free time, Heather enjoys spending time with her family, whether it's swimming, tubing, or sitting by a fire. She is also a cancer survivor and an advocate for healthy living, early detection, and alternative treatment options.