Frequently Asked Questions
1. What does the Henderson Financial Group sell?
Sound financial advice regarding taxes, investments, insurance, estate planning, pensions, retirement, capital need analysis, business succession planning asset management, and general financial matters.
2. Whom do we serve?
Individuals, corporations, small businesses, estates, and trusts.
3. Who can benefit most from our services?
Any client who has a financial, tax or investment problem, or who wishes to plan prudently for his or her financial future. Furthermore, clients who desire a higher, more sophisticated level of financial or investment planning services than they are receiving from their other advisors, may find our programs appealing.
4. How much money do you need to start?
There is no minimum or maximum dollar requirement. We recognize that people with modest assets have financial problems and needs as well.
5. What is a financial plan?
An overall review of your financial situation, taking into account your goals and objectives and focusing on such areas as: income tax planning, investment analysis and planning, risk management, educational planning and retirement. The plan analyzes and recommends ways that you can achieve your financial objectives. Depending on your specific desires and needs, some or all of these areas will be addressed by the plan, which may be presented orally or in writing upon request.
6. What are assets under management?
It is a diversification and management of your investment portfolio; based upon your individual objectives, risk tolerance and other factors. Clients will be provided with regular periodic reports as to how their investments have performed. For introduction and account management services, the Henderson Financial Group will receive a fee on an individual basis.
7.What types of securities do we provide?
Stocks, securities traded OTC, certificates of deposit, U.S. Government Securities, corporate bonds, municipal bonds, mutual funds, unit trusts, variable annuities, and variable life.
8. What method of analysis do we use to evaluate investments?
Technical, charting and cynical analysis are used, as well as a fundamentals approach, which takes into account economic conditions, earnings, industry outlook, politics (as it relates to the investment), historical data, price earnings ratios, dividends, general level of interest rates, company management and tax benefits. We attempt to select the client's investments to harmonize with his or her financial objectives.
9. Do we guarantee investment performance?
No
10. What are the principal sources of information we use?
The Henderson Financial Group utilizes the general media of domestic, international and governmental newspapers, bulletins, magazines, books, and other publications. Materials prepared by investment companies and research releases prepared by others are also consulted.
11. What type of investment strategies do we generally recommend?
The Henderson Financial group generally makes long-term recommendations with occasional short-term strategies as the circumstances many indicate.
12. Will client information be kept confidential?
Yes, It's the law.
13. How do you get started?
Contact us at the above telephone number or make an appointment through our website. Tell us your problem or need and we'll let you know if and how we can be of assistance to you.
14. What we believe?
WE BELIEVE: That a mighty new wind is blowing. People everywhere are hungry for practical techniques that will show them how to fulfill the good desires of their hearts. The Henderson Financial Group believes that we have these techniques and we offer them to everyone without distinction, confident that with the help of the creator, we can teach all who are willing to learn how to overcome that which keeps form their higher good.
WE BELIEVE: That there are two major emotions that continue to stop most people from reaching their goals in life and obtaining financial freedom. Those two emotions are FEAR and DOUBT, which are direct conflicts with your faith and trust in God, who has protected you all of your life.
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