As seen in the Marietta Daily Journal, Bil Lako, CFP®, provides three solid reasons you shouldn’t pay cash for your house regardless of how much profit you made selling in this market.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Clay Norman, CFP®, to look at a client situation where a couple was able to sell their home for an incredible profit; however, they’re looking to buy their new home with cash rather than a mortgage.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains the triple tax benefit investors can get by using a Health Savings Account—including reducing your taxable income today!
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna L. Theriault, CFP®, CPA, CDFA®, and Associate Peter Lynch to cover the triple tax benefit investors can achieve using Health Savings Accounts (HSAs).
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains fiduciary duty and which type of financial adviser is bound by it.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and a Financial Planner to discuss why investors should know if they are receiving a fiduciary level of service when working with a financial adviser.
With a people-centered culture, strong values, and confident leadership, employee feedback has garnered Henssler Financial another Top Workplaces award from The Atlanta Journal-Constitution.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that while diversification cannot solve all your investment problems, it can go to great lengths in reducing the overall risk of investing.
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Adam Stadalius, CFP®, team up to cover a case study on diversifying a portfolio versus chasing returns.
MARCH 2022. KENNESAW, Ga.—The independently operated advisory firm survived the unprecedented pandemic years stronger, smarter, and more prepared as they celebrate 35 years in business.
