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
• Retirement needs
• Estate planning needs
• Asset Allocation
• Investment planning or portfolio review
• Survivor income needs 
• Disability income needs
• Long term care needs
• Other insurance needs
• Business planning needs
• Charitable planning
• Special family needs (divorce, adoption, adult dependent)

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 packages, to help keep you on track with your goals.

HFG Initial Client package

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

HFG Advanced Client package 

• 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

• 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