Steven Heussner's Office
401k Plans
The Mogul Wealth Team sells and services both single employer and multiple employer 401k plans for companies and trade associations. We partner with the top vendors in the industry to provide excellent value to our customers at competitive prices. Our services include:
- Current 401k plan competitive analysis.
- Employer fiduciary liability exposure analysis.
- Investment analysis.
- Third party vendor analysis.
The benefits of our model to your organization are:
- Potential for reduced administrative burden on your staff.
- Reduced fiduciary liability for your organization.
- Reduced fees.
- Improved employee satisfaction.
Bank & Company Owned Life Insurance
The Mogul Wealth team manages a portfolio of bank owned life insurance (BOLI) for several major banks and company owned life insurance (COLI) for several companies. We are appointed to sell and service BOLI and COLI for all of the major carriers in the industry. Our personal service and attention to detail makes the difference.
Office Management
 
Steven J. Heussner, ChFC®, CLU®
Founder and CEO, Mogul Wealth Strategies, LLC
CA Insurance Lic #0B64476
Steven Heussner is founder and CEO of Mogul Wealth Strategies, LLC . Heussner’s professional career began in 1984 as a financial analyst in Fina Oil & Chemical Company’s Strategic Planning Department. Heussner’s investment and insurance career began in 1988 when he joined New York Life as an agent. At New York Life, he has won numerous company and industry awards. He founded Heussner Insurance Agency, Inc 1996 and then Mogul Wealth Strategies in 2010 where he serves a large number of business owners and wealthy families.
He is a member of the Million Dollar Round Table,* National Association of Insurance and Financial Advisors, Associated General Contractors, Associated Building Contractors and the Construction Financial Management Association. He has served as President of the Princeton Alumni Association of D/FW and President of Richardson Noon Toastmasters. He is a past board member of the Dallas Chapter of the Construction Financial Management Association and has served on the Leadership, Insurance and Legislative committees of the Associated General Contractors. He has served as Chairman of the International Risk Management Institute’s Construction Benefits Conference. He has served as a board member for the City of McKinney’s Economic Development Corporation and Chamber of Commerce, and he volunteers for the Prison Entrepreneurship Program.
Steven and his wife, Risa, have lived in McKinney, TX, since 1992, and they have two adult children. In his free time, Steven plays on a hockey team and enjoys golf, skiing, cooking, and all types of exercise. He received a B.S.E. in Civil Engineering from Princeton University in 1984.
Eric Heussner
Licensed Service Assistant
Eric joined our team in March of 2018. His passion for quality customer service makes him a valuable asset to the team, and having worked in various industries, brings a fresh and new perspective.
Eric resides in The Colony after spending the last few years in Tzaneen, South Africa, Anchorage, Alaska and Austin, Texas. He enjoys traveling, hiking, skiing, spending time outdoors and watching sports. He also enjoys volunteering for the Prison Entrepreneur Program and participating in Richardson Noon Toastmasters.
Estate, Business Succession & Charitable Planning
As a member agent of The Nautilus Group, a service of New York Life Insurance Company, Steve and his team work hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting and charitable gifting. This relationship helps ensure that you benefit from some of the most sound thinking when it comes to your estate.
Financial Planning & Wealth Management
Through Eagle Strategies, Steve provides fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life Insurance Company.
Contact
2600 Network Blvd., Suite 130
Frisco, TX 75034
|
