The signature of The Henderson Group is making sure our clients have more of the truly valuable things in life. Together with our clients, we work through a unique process to identify what is most important to you and what influences your financial choices. Learn more about our planning approach here.
There is no one size fits all plan.
As comprehensive planners, our approach is a holistic review of your current and future financial situation. We believe it is important to look at “the big picture” perspective and help our client’s plan appropriately for challenges and opportunities they may face. Comprehensive planning includes, but is not limited to, the following topics:
- Debt Management
- Education Planning
- Estate Planning
- Insurance Planning
- Investment Planning
- Long-Term Care Planning
- Retirement Planning
- Tax Planning
Whether you have specific goals or you are looking for that “big picture” view, we tailor our services specifically to your needs. Our general services include family wealth management, succession planning services, and financial planning for family owned agricultural businesses.