Retirement
Planning
Retirement Planning is not a one size fits all process. Whether you plan to retire or not, one thing is certain.... you’ll need money, and not just a lump sum of money, but a continuous flow of money that will last until all fades to black. At the Henderson Financial Group, we help you establish a plan that if followed, will help ensure you don't outlive your money.
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Lifetime Income Planning (Income Allocation)
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Traditional IRA
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Roth IRA
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Social Security Planning
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401(k) and 403(b) Investment Planning
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Defined Benefit Plans
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Fixed Annuities
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Fixed Index Annuities
Investment
Management
Managing your investments can be complicated, especially if you aren't an expert! At The Henderson Financial Group, we pride ourselves in staying abreast of the market and the most recent current events, so we can provide strong advice to you. For your convenience we provide transaction and fee-based services, so you can choose the type of service most suitable for your needs.
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Stocks
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Bonds
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Options
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Mutual Funds
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ETFs
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Alternative Investments
Financial
Planning
Here at The Henderson Financial Group, we offer dependable financial planning for every stage of life! Our advisors and professionals understand the importance of having a sound financial plan that can grow with you as life happens.
Whether you're a recent college graduate, newly married, or gearing up for retirement, and everything in between, our team will guide you every step of the way.
Tax
Planning
Tax planning involves a proactive approach of reviewing and analyzing all sources of income at regularly scheduled intervals throughout the year to reduce your tax liability to the IRS. As a Certified Tax Coach, Mr. Henderson has the expertise to help you plan effectively.
We do not prepare tax returns in our office. However, we work with CPAs, enrolled agents, and accountants to help you uncover any mistakes or missed opportunities that may have been missed by the average tax preparer.
Insurance
Planning
Insurance is one of the immediate areas of focus after we've reviewed your budget worksheet and cash flow analysis. Why? Because, we understand the value that insurance brings and therefore view it as protection.
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Life Insurance
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Asset Backed Life Insurance
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Long-Term Care Insurance
Small Business
Planning
As a small business, we understand the unique challenges that the business and its owners may encounter. Because of this understanding, working with small business owners is one of our strengths.
We have the first-hand experience required to implement advanced investment planning strategies to help create the best possible advantages for business owners and their employees. Our services offered include, but aren't limited to:
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business implementation and advising
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creating employee benefit plans
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establishing business continuation plans
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facilitating buy/sell agreements
Please note that The Henderson Financial Group does not provide legal advice and/or services. We will work closely with your attorney or one of our strategic attorney partners to help implement any legal documents required through the use of various financial and insurance products.