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

A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

 

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Saving on Fitness Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Capital Gains Tax Estimator

Use this calculator to estimate your income tax liability, along with average and marginal tax rates.

Tax Freedom Day

Assess how many days you'll work in 2012 to pay federal tax liability.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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An Inside Look at Retirement Living

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

Your Cash Flow Statement

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

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

Investment Strategies for Retirement

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

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Facts About Income Tax

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

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