Financial Planning Built on Shared Trust
Welcome to Henry Wealth Management. Our website and graphics may be new, but our approach to financial planning hasn’t changed at all. We want to earn the right to be your financial planner by getting to know you and understanding your goals. Our team is adept at helping chart a financial path for our clients, then navigating the challenges and opportunities along the way. We hold ourselves to a high fiduciary standard – always acting in our clients best interests – while building deep, personal bonds.
Our experienced professionals have helped many people just like you pursue their financial objectives.Learn More
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Our team approach offers a range of services to provide more benefits to our clients.Learn More
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
It may help your business be better prepared in the event of the death of a principal or key employee.
Here are 4 great, and sometimes unexpected, places to raise a family.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Understanding how capital gains are taxed may help you refine your investment strategies.
The uncertainties we face in retirement can erode our sense of confidence.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here are five facts about Social Security that might surprise you.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Investors seeking world investments can choose between global and international funds. What's the difference?
A bucket plan can help you be better prepared for a comfortable retirement.
Agent Jane Bond is on the case, cracking the code on bonds.