HFG Planning Defined

 

Financial planning is a dynamic process considering market volatility, reduction of pension plans, changing tax codes, and more; it has never been more important to begin planning than today.  Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family.  As you begin to consider how best to manage your financial future, you should feel confident knowing that with Henderson Financial Group, Inc., you’re working with a team committed to providing the highest standard of financial planning.  The following are areas where we feel we are uniquely positioned to assist you:

 

 

 

√ Education needs                √ Survivor income needs                √ Business planning needs

√ Retirement needs               √ Disability income needs                 √ Charitable planning     

√ Estate planning needs              √ Long term care needs                   √ Special family needs      

         √ Asset Allocation                √ Other protection needs         (divorce, adoption, adult dependent)

     √ Investment planning

         or portfolio review

 

 

While some clients may ultimately choose to hire us on a plan-by-plan basis, others to consult on an hourly basis, we additionally provide the convenience of subscription-based financial planning with our packages below, to help keep you on track with your goals.

 

 

HFG Initial Client package – up to $250 per month

  • Annual financial plan
  • One annual in-person consultation
  • Semi-annual 30 minute ‘on-track’ phone calls
  • Monthly e-mail newsletter

 

HFG Advanced Client package – up to $500 per month

  • Annual financial plan
  • One annual in-person consultation
  • Annual phone consultation with attorney and accountant, upon client consent
  • Quarterly 30 minute ‘on-track’ phone calls
  • Personal website with account aggregation and online Vault 5mb storage
  • Monthly e-mail newsletter

 

HFG Private Client package – up to $830 per month

  • Annual financial plan
  • Semi-annual in-person consultations
  • Annual consultation with attorney and accountant, upon client consent
  • Monthly 30 minutes of call-in financial advice
  • Personal website with account aggregation and online Vault 30mb storage
  • Annual invitation to ‘State of HFG’
  • Direct and ongoing access to HFG President and para-planner
  • Monthly e-mail newsletter