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WHAT MAKES US DIFFERENT?

Many believe all investment companies are the same, however that could not be further from the truth.  From your first communication with The Henne Financial Group, you will feel the difference.  Our firm's creation and evolution has been focused around providing world-class service and advice to a small number of families and businesses.  We pride ourselves on the personalized, hands-on approach we take with our clients.  We like to know as much about you, your family and your finances as you're willing to share. That allows us to truly determine what your goals and needs are and builds a solid foundation for long-term relationships.  We also ask many qualitative questions about your feelings towards money, as we believe this information is just as important as the data contained within your financial statements.  

As advisors, we believe all your investments and insurance should be geared towards meeting your short and long-term financial goals, therefore we take a financial planning approach to wealth management. This method makes certain that all your assets/strategies, even those held outside of our firm, are working together and not against each other. We are also committed to meeting with you several times a year, because investment strategies and financial plans need to be reviewed on a periodic basis to ensure they are still meeting your objectives.  These regular face-to-face meetings also allow us to stay up to date on any changes to your personal and/or financial situation.

We recognize that not one person can be an expert on every financial topic.  Each member of our team has individual skills and knowledge which we strive to further through ongoing education and training. It is our intent to leverage this expertise across our entire client base for the benefit of all, regardless of which advisor you may engage.  In addition to our internal team, we have assembled a team of seasoned professionals from many different disciplines through our Transitions Program.  These professionals are there to be trusted resources to you, our client.  With your authorization, we will also collaborate with your team of professionals such as attorneys and accountants to ensure the various aspects of your financial life are working in unison for the benefit of you, your family and/or business.

The Henne Financial Group is an independent wealth management firm, which allows us the autonomy to select the very best investments and strategies to meet your family's needs.  We have no pressure to sell proprietary products and our independence allows us to view all portfolios with objectivity.   While we maintain our independence, we still have access to the technology and support of bigger, national firms through our broker dealer, Woodbury Financial Services, Inc.
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Marty R. Henne, CFP® is an Investment Advisor Representatives of, and offers Securities and Investment Advisory Services through Woodbury Financial Services, Inc., Member 
FINRASIPC and Registered Investment Advisor. Insurance offered through The Henne Financial Group, LLC.  The Henne Financial Group and Woodbury Financial are not affiliated entities.

Neither Woodbury Financial Services, Inc., nor its registered representatives or employees, provide tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.

This site may contain links to articles, comments, or other information from a third party. Woodbury Financial Services, Inc. and its affiliates do not endorse or accept responsibility of third party content. This content has not been reviewed by Woodbury Financial Services, Inc. or its affiliates for completeness or accuracy.

The Henne Financial Group advisors are compensated on a commission and/or fee basis depending on the clients' best interest.



This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, FL, IL, IN, ME, MA, MI, MT, NE, NJ, NC, PA, SC, SD, TN, TX, UT, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


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