Helping you design a financial life that you'll love.
Expert Financial Guidance
The benefits are measurable & the confidence you receive is invaluable
We help make complex financials easy to understand
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-Ray Henderson CFP®, CLU®, ChFC®, CASL®, RICP®
Advisor...and friend.
We love helping and serving you!
Our relationships are built upon a foundation of trust and mutual respect over many years. In addition to serving as your advisor, we also typically become very good friends.
Finances and money are scary for many people but not for us. We enjoy it, and we enjoy making it plain, putting things into terms you understand.
If you have a complex financial situation and would like to know if an ongoing advisory relationship could benefit you and your family, please give us a call.
We'd love to be here for you!
CERTIFIED FINANCIAL PLANNER™ and
Wealth Management Certified® Professionals
Trusts, Estates, IRAs, Employer Sponsored Retirement Plans and Education Accounts
Tax Planning, Insurance and Annuities
Private Lending and
Alternative Investments
Social Security, Government and Healthcare Pension Plans
Serving successful people from a variety of backgrounds
CEOs, Executives &
Business Leaders
Medical & Dental Practices, Surgeons, Doctors & Partners
Women Experiencing
Major Life Changes
Real Estate
Investors
Law Firms, Founding Attorneys & Partners
For Your Business
For Your Key Executives
For Your Employees
For You
For Your Practice
For Your Partners
For Your Employees
For You
Owning a Business
Job Changes
Divorce or Loss of a Loved One
Through It All
For Investment Properties
For Your Business
For Your Partners
For You
For Your Attorneys
For Your Law Firm
For Your Clients
For You
Women On
the Move
Maybe you opened a business. Maybe you are dealing with the passing of your spouse. Or maybe you want to speak another woman that understands your life enough to help you make your financial decisions. Whatever your "new" is, I know that I am passionate about financial solutions for women on the move. Ready to schedule a free consultation?
