Henssler Associate Melanie Wells, CFP®, explains how we implement the Ten Year Rule, creating a customized financial plan for each client.
Henssler Financial Associate Logan Daniel, CFP®, CRPC®, explains how our Ten Year Rule customizes the allocation of your assets between growth and fixed investments.
Associate Michael Griffin, CFP®, explains the importance of communication at Henssler Financial. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from…
Henssler Associate Peter Lynch explains why we feel an investor’s allocation should be reflective of their liquidity needs rather than a formula.
Henssler’s Senior Consultant Retirement Services, Scott Brown, CFS®, explains the benefits of working with Registered Investment Advisers.
Henssler Financial Senior Associate Jarrett McKenzie CFP®, CWS®, explains how financial planning isn’t a get-rich-quick scheme, but a customized plan that develops over time that prioritizes your individual goals.
Our Director of Operations, Adam Ledbetter, CFP®, explains how Henssler Financial aims to provide straightforward financial advice designed to be in your best interest.
Meet Managing Associate, Shawna L. Theriault, CPA, CFP®, CDFA®, as she explains how Henssler Financial can help investors clarify their financial goals and help create a plan to make them happen.
Stacy Haubenschild, Chief Operating Officer at Henssler Financial, explains what it means to “Invest in Others,” and how we carry out this vision in three key channels.