D. James Barker, CWS®
CWS® – Managing Associate
In the News: Term life insurance: Replacement may be easier than expected
Term life insurance: Replacement may be easier than expected.
Scott A. Brown, MBA, CFS®
MBA, CFS® – Senior Consultant, Retirement Services
Austin Buchanan
Download BioNotable4 Years of Tax and Accounting Industry ExperienceQuickBooks Online ProAdvisor®Member of Georgia Society of CPAsContact(678) 797-3772Email AustinAustin Buchanan Tax & Business Consultant Austin Buchanan is a Tax & Business Consultant with Henssler CPAs & Advisers, LLC, an affiliate company of Henssler Financial. Mr. Buchanan initially came to the firm serving as a Tax Intern…
Tina Burgess Banks
Tax & Business Consultant
Should I consider requesting a deferment or forbearance for my federal student loans?
Did you take on a large amount of debt to pay for college, and are you struggling to pay it off? If so, you are not alone. According to the Federal Reserve, 20% of individuals with outstanding student loans were behind on their payments in 2017.1 You may want to consider requesting a deferment or…
Year-End Charitable Giving
The tax benefits associated with charitable giving could potentially enhance your ability to give and should be considered as part of your year-end tax planning. Tax Deduction for Charitable Gifts If you itemize deductions on your federal income tax return, you can generally deduct your gifts to qualified charities. This may also help you potentially…
Cathal Carson
Download BioNotable10 Years of Financial Services ExperienceContact(678) 797-3773Email CarsonCathal Carson Financial Planner Cathal Carson is a Financial Planner in the Planning & Implementation Department. His responsibilities include assisting Managing Associate D. James Barker, CWS®, and Associate Peter Lynch, reviewing client asset allocation and cash flow projections, and client services support duties, including processing client information.…
Business Owners: What’s Your Plan for Retirement?
If you’re a small-business owner, you probably pour your heart, soul, and nearly all your money into your business. When it comes to retirement planning, do you cross your fingers and hope your business will provide the nest egg you’ll need to live comfortably? What if you become ill and have to sell your business…
Michael Coelho, CFP®
Download BioNotableCERTIFIED FINANCIAL PLANNER™ Certificant9 Years of Financial Services ExperienceMember of Financial Planning AssociationContact(678) 797-3792Email MichaelMichael Coelho, CFP® Associate Michael Coelho, CFP®, is an Associate at Henssler Financial. Having joined the firm in June 2024, Mr. Coelho creates customized financial plans for individual clients, focusing on their goals and helping ensure their assets last throughout…