3500 SR 59 N
Linton, IN 47441

David Hensley, Certified Financial Planner™


From Boats to Brokers: A History of the Stock Market Jane Bond: Scaling the Ladder Jane Bond: Decoding Diversification Jane Bond: Infiltrating the Market

   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?      How much will the remaining spouse receive?

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!





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The Fed and How It Got That Way

A quick history of the Federal Reserve and overview of what it does.

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Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

Choices for Your 401(k) at a Former Employer

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Individuals have three basic choices with the 401(k) account they accrued at a previous employer.


Caring for Aging Parents

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A Decision Not Made Is Still a Decision

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Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

And the Executor Is

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Estimate your monthly and annual income from various IRA types.

Impact of Taxes and Inflation

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5 Smart Investing Strategies

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There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

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

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

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

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Events on Wall Street

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

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?”

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Suddenly Single: 3 Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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