Values-Driven Approach

A Financial Plan Tailored For You

The signature of The Henderson Group is making sure our clients have more of the truly valuable things in life.  We make this happen with our unique client centered approach to financial planning.

Together with our clients, we work through a unique process to identify what is most important to you and what influences your financial choices.  

There is no one size fits all plan.

At the start of the planning process, long and short-term goals, concerns, values and lifelong dreams are all laid out on the table. Then, our team gets to work creating a plan that will maximize your financial capacity and security within the context of what really matters the most to you. Our job is helping you achieve what is most important to you.

Do you want to make sure your family is safe and secure to achieve their dreams for many years to come? Secure your family business for the next generation? Ensure your favorite charity has resources to continue its work?

We offer a lifetime commitment of completely objective advice on a fee-only basis.

We’d love to begin the conversation about what your legacy will be. 

>> Click here to read more about the planning process.