services & fees
   

Business Planning Services

The Henssler Financial Group's CFO Services offer business owners a cost-effective way to retain unbiased, professional financial advice pertaining to the operation, investing and financing decisions of their business, without the cost associated with employing a full-time CFO or Controller. Often, the finances of a small business and the personal finances of the small-business owner can become blurred over time. Our CFO Services can bridge the gap between business and individual financial planning, taking into account both personal goals and financial decisions that are in the best interest for the business.

Our services are designed to assist business owners and managers by helping them analyze the business's finances and risks; keep financial records organized, current, and actionable; perform financial research; provide overall financial guidance and advice, and act as the liaison to other critical financial partners (e.g., accountants, bankers, insurance agents, etc.).

You can choose to work with our firm either on an as-needed basis (hourly billing) or flat-fee agreement basis. Since every company has a different business model and growth plan, the frequency and scope of services will differ based on your business's needs. Below are some of the topic areas our firm and industry resources can help with your business needs.

For more information on our CFO services, contact:
Wes Hackney, CFP®: 678-797-3750 or whackney@henssler.com

Investment Decisions

We can help quarterback your overall
financial situation—bridging the gap between business and individual financial planning.
Our experts will make sure that all aspects
of your finances are working together in
the most efficient and effective manner. 

 
The main responsibility of any business owner or CEO is to put the company's cash in a position to earn the highest return. We help business owners understand the wealth effects and risks of the business's investing decisions.
Financial Management
 
Maintaining timely access to accurate financials is critical to running a successful business. We help business owners look at their uses and sources of capital and provide recommendations based on cash flow projections and other financial statement analyses to drive profits and cash flow.
Risk Management
 
Business owners are faced with many types of risks. Some risks can be addressed through properly structured insurance programs, while other risks are just a part of doing business, and there are risks should be avoided altogether. We help business owners make sure their known risk are properly addressed.
Executive Compensation
 
Recruiting and retaining talented employees is key to the ultimate success of any business. We help business owners understand the cash flow impacts of their compensation and benefits decisions, and make recommendations on ways to structure these programs to accomplish the desired goal, while minimizing the after tax cost to the business.
Maximizing Family Wealth
 
Whether you are using the business as a way to increase your take home pay or you are trying to grow the business into a valuable asset, the paths you take are different but the destination is the same—to increase your wealth. We help business owners develop comprehensive wealth strategies that tie into the owners' personal wealth strategy through exit planning and estate planning.
 
 
   

 

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For a complete overview of The Henssler Equity Fund, including the prospectus, Click Here
Investment advisory services are provided by investment adviser representatives of G.W. Henssler & Associates, Ltd., Henssler Asset Management, LLC, both federally registered investment advisers.
There are risks associated with investing including possible loss of principal. ALPS Distributors, Inc. is not affiliated with Henssler Financial Group or its affiliated entities.

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