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Personal Finances

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.

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Business Finances

The Henssler business services advantage is clear communication across multiple disciplines providing overarching financial planning strategies to satisfy your business and personal financial goals.

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Wealth Management

Our most comprehensive service uses an integrated service team to provide financial planning, money management, tax preparation, estate planning, and wealth transferring.

HENSSLER INTERACTIVE

September 2024 Market Minute

The Henssler Research Analysts are focusing on three key market trends: Indications that interest rates are on track for more cuts as bond yields drop; rising unemployment in the job market; and signs of fatigue in consumer spending. Watch the full video to see how these trends could impact the economy moving forward!

“Live Ready” with a comprehensive plan designed to meet your personal life goals.

Our driving philosophy is to Live Ready by approaching life as unpredictable, and seeing change as a certainty. This means planning with flexibility, and vigilantly monitoring all of life’s transitions and complexities.

Prepare for 2025: Key Changes to 401(k) and IRA Rules Under SECURE 2.0

Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS® to break down some of the changes coming to retirement accounts in 2025 as part of the phased-in provisions from the Secure 2.0 Act, including souped-up catch-up contributions for those ages 60 to 63, automatic 401(k) enrollment, and the enforcement of failure to withdraw penalties on inherited IRAs.

Making the Most of Your Credit Card

A growing number of Americans are moving towards a “cashless” society. As a result, credit cards are being used more often than ever — especially by those with higher incomes.1 Credit cards are no longer viewed solely as a debt instrument for cash-strapped individuals. Instead, they are prized for a variety of benefits, such as…

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