Whether you need help with your company's retirement plan or navigating your own future, you want to know you can retire and have enough to enjoy that season. But here's the problem: navigating your retirement options can be confusing and overwhelming. You're already busy. There's simply not enough time to become a retirement pro.
You deserve a financial guide, someone navigating and helping you into and through retirement. At Henderson Wealth Management, our goal is to help people understand, plan, and act wisely in their retirement plans. From managing your plan's investment menu to helping you determine your net worth and build a long-term game plan, we provide a comprehensive look into your retirement future.
You deserve a financial guide, someone navigating and helping you into and through retirement. At Henderson Wealth Management, our goal is to help people understand, plan, and act wisely in their retirement plans. From managing your plan's investment menu to helping you determine your net worth and build a long-term game plan, we provide a comprehensive look into your retirement future.
Services
Taxes are inevitable, but that doesn't mean a high tax bill is right. We work with your CPA to discover how we can help reduce your annual tax burden. When you have more money in your pocket, you have more opportunities to pay your people, invest in the community, and build a stronger business. Partnering with your CPA, we consider different strategies to try and reduce your tax liability.
Is someone actively managing it to help get the best performance for you and your employees?. Is the plan tooled for downside protection, helping all employees feel more confident in their retirement?. We have been helping companies like yours for 16 years. Our team knows how to review your plan and make sure it's optimized for the best outcomes.
We should talk if you say yes to these 3 simple questions: Your company already has a 401k plan? Regardless if your 401k plan has an advisor, you aren't quite sure if you are on track to retire? You want help putting together a plan that can possibly allow you to no longer have to work and strive for 90% of your current income for life?
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Jake Harouny
Oct 06, 2020
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