Meet the Experts: Troy Harmon, CFA, CVA

Chief Investment Officer Troy Harmon, CFA, CVA, explains our criteria for high-quality, individual common stocks. 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…

Financial Advisers—Taking a Comprehensive Approach

We discuss what expertise financial planners bring to the table other than planning for retirement. Many households have a combination of several moving parts that can benefit from financial coordination, including but not limited to the mortgaging of the house, saving for college, managing business assets, personal and business taxes, risk tolerances, debt, 401(k)s and other retirement accounts, and health insurance.