The Henssler personal services advantage is about asking the right questions to discover underlying issues and goals allowing us to develop a customized plan that addresses your concerns with your money.
The Henssler business services advantage is clear communication across multiple disciplines providing overarching financial planning strategies to satisfy your business and personal financial goals.
Our most comprehensive service uses an integrated service team to provide financial planning, money management, tax preparation, estate planning, and wealth transferring.
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Logan Daniel, CFP®, CRPC®, and Associate Peter Lynch discuss strategies for a couple who want to make significant strides in saving for their future but don’t know if they should be looking at everything as a whole instead of separate accounts with their own objective.
Due to 2024-25 FAFSA rollout and processing delays, students may receive their college financial aid packages late this spring for the next school year.
President Biden’s proposed tax agenda for 2025 aims to increase taxes on the wealthy, including raising the capital gains tax rate for those earning over $1 million to 39.6%. The plan also includes a 5% Medicare tax for earnings above $400,000 and a 25% minimum tax rate on income of families worth $100 million or more.
