Your future starts with a solid financial plan. We help you identify your goals, find the best roads for you to take, provide you with the best tools and resources available, and estimate how long it will take to reach your goals. We have a variety of customized offerings to meet your unique situation.
With our "big picture" investing philosophy, we
Holly Gord —
I have been a client of Rene's for 15 years. She is the best! She is engaged, informed and extremely smart. I don't know
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
Jake Harouny —
Brett is always punctual, prepared and to the point. I have loved working with Henderson Wealth Management and I would highly
Our purpose is to deliver exceptional financial guidance and personalized service aiming to help you build and preserve your wealth. Nearing or entering retirement can raise new questions and challenges: How long will you work? Do you have enough? Coordinated investment and estate planning addresses the ways to pursue important goals during your lifetime
Attend a VIRTUAL two-day workshop at Loyola Marymount University Extension or El Camino College on retirement, planning and strategy. Course topics include ROTH IRA conversions, tax policy, life planning in retirement, cash flows, social security and much more. Today's economic environment presents many challenges.
But along with these challenges comes
You're not like everyone else. Your present-day situation and the path you and your family took to get there tell a story that's all your own. That's why we believe the financial strategies we provide should be different, too - customized to align with your needs and goals. Our team acts as your trusted financial life manager, working alongside you
Michael Laine has been providing sound investment and insurance advice to his clients since 1983. A native of Great Britain, Michael graduated from Bangor University with a Bachelor of Science degree, magna cum laude. As a CERTIFIED FINANCIAL PLANNER he continues to stay abreast of developments in his field to ensure that his clients receive the latest
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Retirement planning in El Segundo, CA
Financial planning in El Segundo, CA