3500 SR 59 N
Linton, IN 47441

David Hensley, Certified Financial Plannerâ„¢

812.798.7239

 
The Junk Drawer Approach to Investing Suddenly Single: 3 Steps to Take Now Emerging Market Opportunities Global and International Funds

   What's the Secret to a Successful Retirement?     You have to have a Plan!! 

 5 Questions you have to have answers to before and during retirement:

1). How much money do I have to have each month to live on? not the extras - just to live on?

2). Am I guaranteed to have that much coming in each month?

3). What's the best strategy for taking Social Security?  Should I file and suspend?  Will I be taxed?  What          happens to the remaining spouse?

4).  Am I certain I won't run out of money in retirement and what can I do to reduce that possibly?

5).  What is my strategy for paying for Long Term Care?

These are really just a few of the questions you need answered in order to minimize your worry during retirement.

As a Certified Financial Planner® professional, my goal is to assist you to answer these, and other questions by providing a Retirement Analysis to maximize your potential for a wonderful retirement:

In short, I provide objective information to help people make their hopes and dreams become a living reality.  

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


      Click on Image to Go to Certified Financial Planner's Website "Let's Make a Plan"                      

      

                                         

         

 When is the Best Time to Take Social Security?

 Click on this logo and see how to maximize your benefits!

 

 

             

          



 

Helpful Content

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Variable Universal Life Insurance

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Making Sense of U.S. Household Net Worth

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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A Look at Systematic Withdrawals

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Enter various payment options and determine how long it may take to pay off a credit card.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Investment tools and strategies that can enable you to pursue your retirement goals.

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Tax Management Strategies

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

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

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The Rule of 72

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The Business Cycle

How will you weather the ups and downs of the business cycle?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Should You Invest in Exchange Traded Funds?

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

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities are not insured by the FDIC or any other bank insurance, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risk, including possible loss of principal.

Adviser not licensed in all States.  Advisory Services are Provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are Offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 South Goyer, Kokomo, IN 46902  765.453.9600.