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


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Helpful Content

Value vs. Growth Investing

Value vs. Growth Investing

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Couples may be able to head off many of the problems in a marriage that money can cause.

 

Catch-Up Contributions

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Immediate vs. Deferred Annuities

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Term vs. Permanent Life Insurance

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A Living Trust Primer

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

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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.

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Tax Management Strategies

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

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

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Should You Invest in Exchange Traded Funds?

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

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Charitable Giving: Smart from the Heart

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

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Power of Compound Interest

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

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