3500 SR 59 N
Linton, IN 47441

David Hensley, Certified Financial Planner™

812.798.7239

 
Global and International Funds Are Alternative Investments Right for You? The Good Ship IPO The Business Cycle

 Our Philosophy is Simple!
We believe “You Gotta Have a Plan!”                                          


Most people and many businesses do not achieve nearly as much as they might otherwise achieve because they never take the time necessary to think about where they want to be nor do they map out a financial path to get them there. 

As a Certified Financial Planner® professional, my goal is to assist them to maximize their wealth accumulation possibilities by:

  • Implementing proper Cash Management Principles,
  • Developing a Tax Reduction Strategy
  • Performing an Investment Suitability and Portfolio Construction consistent with their accumulation and retirement objectives,
  • Completing a Risk Management Analysis,
  • Review possible Estate Planning Techniques, including Charitable Trusts*, and construct an Implementation and Review schedule.

In short, I provide objective advice to help people make their hopes and dreams become a living reality.  My goal is to teach balanced living through the implementation of prudent planning principles.

If you would like a complementary consultation to discuss these or other financial matters, please give me a call at 812.798.7239.  We will sit down and discuss how I can help you reach your financial dreams.
*Legal advice and services provided by unaffiliated attorneys


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Helpful Content

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When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Inflation - Back to the Future

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Countdown to College

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Estimate how much income may be needed at retirement to maintain your standard of living.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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There are a number of ways to withdraw money from a qualified retirement plan.

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A presentation about managing money: using it, saving it, and even getting credit.

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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Should You Invest in Exchange Traded Funds?

There are nearly 1,200 ETFs available. Should you invest in them?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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