The Straightforward Investment Philosophy
Our Ten Year Rule clearly states that any money needed within 10 years should be invested in fixed income securities, and any money not needed within 10 years should be invested in high quality, individual common stocks or mutual funds that invest in common stocks.
Comprehensive Strategy
Financial planning is a fine balance between living a comfortable lifestyle and planning for life events like your children's education, your own retirement or elder care. We consider all aspects of your wealth, including assets in your home, retirement plans and brokerage accounts, your tax exposure, insurance coverage and estate plan. We will work closely with your other advisers, or if you do not have an expert in a certain field, we can recommend one for you.
No Hidden Objective
We are a fee-only adviser, earning compensation from fees paid by flat or hourly fee, or a fee based on a percentage of assets under management. Put simply, we work for our clients. Our objective is to grow our clients' assets at a steady rate without incurring excessive risk or unnecessary trading costs. We offer straightforward advice that is designed to be in the best interest for our clients. Our incentive is in direct relation to our clients; as our clients' portfolios perform better, so do we. With assets under advisement of more than $1.1 billion as of December 31, 2009, The Henssler Financial Group offers decades of experience in all facets of wealth management.
Industry Experts
Our knowledgeable staff consists of professionals with years of industry experience and significant advanced designations, including:
- Economics
- Finance
- One doctoral degree
- Eight CERTIFIED FINANCIAL PLANNER™ Certificants
- Two Chartered Financial Analysts®
- Tax and Accounting
- Seven Certified Public Accountants
- Three QuickBooks ProAdvisors®
- One Enrolled Agent
- One Certified Valuation Analyst
- One Accredited Tax Advisor
- One Accredited Tax Preparer
- Estate Planning
- Affiliated with an estate planning attorney
Certified Financial Planner Board of Standards Inc. owns the certification mark CFP®, Certified Financial Planner™ and CFP (with flame logo) ® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
CFA®, Chartered Financial Analyst® and the CFA logo certification mark are trademarks owned by CFA Institute. Charterholders who fulfill the requirements of the CFA Program are granted permission, or a license, to use the marks to promote their accomplishment.
All of our specialists work together to deliver the highest quality of integrated financial solutions possible.
Trust
We built our reputation on integrity and strive for consistent performance. We continue to grow with our clients and for our clients' benefit. Our clients continuously instill more trust in us by referring their friends, family and colleagues to us because we have implemented a client-focused approach over the years. Clients recently gave us a satisfaction rating of 4.6 out of 5.0 and an adviser trustworthiness rating of 4.9 out of 5.0.*
Humble Beginnings
Our first clients were everyday investors who worked hard and earned their wealth. We built portfolios around the investor's goals and risk tolerances keeping capital preservation in mind. We developed strict investment criteria seeking to purchase only high-quality investments that will weather market downturns. It is this same philosophy that we apply to the everyday investor and the affluent investor; to new accounts and those who have been with us since the beginning.
Customized Services
We have been building a comprehensive suite of financial services for individuals, families and corporations for 20 years. We offer services for every type of investor, including financial planning for the hands-on investor and comprehensive wealth management programs for those who prefer having a professional monitor and direct their portfolios. Whether you are a multi-millionaire or just starting on the road to investing, our vast experience is available to you. Our firm has been built by providing unparalleled client service, extensive research, quality and the experience needed to meet our client's goals.
*Based on 275 client responses to an independent audit conducted November 3, 2006 by ClientAudit, an Advisor Impact Solution. More information available upon request.
