3500 SR 59 N
Linton, IN 47441

David Hensley, Certified Financial Planner™

812.798.7239

 
Suddenly Single: Three Steps to Take Now Emerging Market Opportunities Global and International Funds Are Alternative Investments Right for You?

 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


      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

A House Divided

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Financial Strategies in a Post-DOMA World

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

 

Estimating Your Estate Taxes

Estate tax laws have changed a few times in recent years. Do you know the new rules?

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Are Women and Financial Strategies a Mismatch?

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause significant financial hardship. Disability insurance can help.

View all articles arrow

Capital Gains Tax Estimator

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

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

View all calculators arrow

An Inside Look at Retirement Living

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

Retirement Plan Distributions

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

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

View all presentations arrow

A Bucket Plan to Go with Your Bucket List

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

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Should I Invest in Gold?

Learning more about gold, and its history, may help you answer that question.

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

Retiring the 4% Rule

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

View all videos arrow