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Henssler Financial Consulting Program

The Henssler Financial Consulting Program provides assistance with your personal or business related financial planning needs. If you prefer to handle your own specific investments and financial decisions, the Henssler Financial Consulting Program can provide you with professional guidance on Retirement Planning, Insurance Analyses and Estate Planning. While there may be a scientific method to determine how much money you should need in the future, there is an equally artistic method to balancing your level of risk to the expected rate of return on your investments. Our Associates strive to design a financial plan that should satisfy both.  For businesses, we work closely with our tax experts to provide small-business planning and strategy development. Financial consulting fees are negotiated as a flat fee or on an hourly basis.

Some of the offered services:
Financial Planning: Prepare cash flow projections based on your current financial status, current income, savings and spending patterns.
Retirement Planning: Determining if your current retirement goals are attainable or provide a plan designed to help attain those retirement goals.
Insurance Analyses: Help determine the amount of life insurance and disability insurance that is appropriate for you.
401(k) Check-Up: Evaluate the options available in your company-sponsored retirement plan, and provide an educated analysis and specific allocations to maximize returns.
Portfolio Review: Analyze the options in your retirement plan and investments in individual-sponsored retirement accounts and non-retirement brokerage accounts, then provide an educated analysis and specific allocations to maximize returns.
 
 
 
   

 

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Shares of The Fund are distributed by ALPS Distributors, Inc.
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