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Lifetime Family Wealth Management

Our job is to foresee challenges and opportunities and to make arrangements for what is most important to you. This is a lifetime commitment because we understand that life is constantly changing and so are your needs.

Succession Planning

The successful transfer of knowledge, expertise, management skills, and ownership of a family business from one generation to the next can be a difficult and emotionally challenging process. We help family owned businesses assemble and implement key pieces of a successful succession plan.

Our clients have more of the truly valuable things in life. We see to it.

Welcome to the The Henderson Group. We provide a small, select group of multi- generational clients with lifetime financial management and succession planning services on a highly personalized, fee-only basis.

Outlook on Social Security and Medicare

A new article has been posted under News & Resources about this year's report from the Trustees of the Social Security and Medicare Trust Funds on the...

The Florida Rent-a-Cow Scam

Spring 2012 Investment Commentary

David comments on the markets and performance during the first quarter of 2012.

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Lifetime Family Wealth Management

Succession Planning

Our clients have more of the truly valuable things in life. We see to it.

Outlook on Social Security and Medicare

America's Dumbest Tax Loophole: The Florida Rent-a-Cow Scam

Spring 2012 Investment Commentary