The Henderson Group | Our Services
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Our Services

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. And as a fiduciary, your best interests are in everything we do.

 

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.  Depending on your needs, comprehensive planning may include debt management, education planning, estate planning, insurance planning, investment planning, long-term care planning, retirement planning and 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 managementsuccession planning services, and financial planning for family owned agricultural businesses.

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

Succession Planning Services

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.

Family Wealth Management

Our job is to foresee challenges and opportunities and to make arrangements for what’s absolutely most important to you. This is a lifetime commitment, because it has to be to pay off our promise to each client.