Henley Wealth Group
Henley Wealth Group is a comprehensive financial services firm that helps the Nation’s soon to be retired and retired residents effectively plan for and prepare for life’s greatest journey.
We understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. As the majority of our clients are retirees with similar concerns, we’ve had the opportunity to gain the skills and experience necessary to provide the help and insight you need when planning for your future.
Our Process
The Six Pillars of Your Financial Future
Six Fundamental Financial Planning Considerations
Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.
Longevity
Outliving financial assets as the result of a longer life.
Inflation
Reduction in real purchasing power as the result of increasing cost of living.
Mortality
Loss of financial assets as the result of a partner’s or spouse’s death.
Liquidity
Limited access to assets to meet life’s unexpected financial needs.
Market
Unexpected reduction in the value of financial assets at the time of withdrawal.
Taxes
Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.
It’s Time To Get On Track
Our Path To Retirement
We follow a five-step process to create your financial plan. The Wonderful Benefit of our five step process is that it applies to any financial decision or concern you have. It helps you make informed decisions about your money based on facts and an experienced team of professionals to help guide you along the way. We take the time to thoroughly explore your needs no matter the stage of life you are in to help provide a custom tailored solution that we continue to monitor and adjust until the end of time.
Employee Benefits
Employee benefits are among the primary tools used to attract and retain a top-notch staff for any organization. Creating a plan that balances the goals of both the organization and its employees requires thorough analysis and review of benefit options and costs. Without the assistance of skilled benefit plan professionals, creating and managing the plan can consume much time and money.
Whether you’re in charge of a small start-up company or a large enterprise, we have the proven knowledge and experience to develop an employee benefits package that will optimize the best benefits possible for your company at the lowest available cost. You will receive strategic planning advice, creative benefit design, and financial management to help you meet your plan objectives and long-term goals. We will evaluate your business and learn about its needs, offering creative and affordable solutions to maximize your employee retention and profitability.
Retirement Income Planning
We’ll plan and help create strong and predictable income which is the foundation of a comfortable lifestyle.
Wealth Management
Our wealth management is based on a philosophy of controlling for volatility and eliminating unnecessary fees.
Tax Planning Strategies
We’ll walk you through the numerous tax planning strategies that can minimize your taxes in a legal and ethical manner.
Healthcare & Long-Term Care
The costs of healthcare are rising and will be part of your life both pre-retirement and post-retirement. We’ll plan for and address these costs.
Legacy & Estate Planning
Since we all will eventually pass, it is critical to have a plan to make sure that your hard-earned assets go to your loved ones and charities in the most efficient manner.
Retirement Resources
Download Our Complimentary Guide
Legacy And Estate Planning Guide
Understanding The Basics
A strong retirement plan doesn’t end with you. It extends to the people and causes you care about most. This guide covers the essentials of estate and legacy planning, from wills and trusts to beneficiary designations and tax-smart giving. With the right plan in place, you can protect your wishes and leave a lasting impact.
Federal Employee’s Guide to Retirement
Plan & Prepare for These Areas of Retirement
Your financial strategy is the foundation of your retirement life. However, it can be difficult and complex to keep up with the changing financial landscapes, laws, and regulations, especially if you’ve been a federal employee and have worked for the government throughout your career.
