Check the background of this financial professional on FINRA's BrokerCheck.

TRANSITIONS PROGRAM

Baby Boomers, born between 1946-1964, are turning 65 years old at unprecedented rates. According to a 2011 AARP study, for the next 18 years, approximately 76 million boomers will turn 65 at a rate of about 8,000 a day! But Boomers are also likely to be the healthiest generation to ever reach retirement age.  So most Boomers do not see themselves as seniors, nor do they feel particularly comfortable with being labeled senior citizens.  The AARP Study goes on to say, “As this unique cohort grows older, it will likely transform the institutions of aging — just as it has done to other aspects of American life. Will boomers redefine this life stage, or will it redefine them?”

We at The Henne Financial Group recognize the force behind these powerful demographics and psychographics.   It became clear from interactions with our clients, our friends and families that we need to serve our aging clients in a more comprehensive manner.  Our focus at The Henne Financial Group has always been to deliver personal and specialized financial management solutions for the special needs and situations of clients throughout their lifetimes.  We reached the conclusion, due to some of our own experiences with the aging process; the needs of our clients go well beyond financial management solutions.  There are psychological, legal, tax and medical challenges that we all face as we reach our mid-50’s and beyond. 

At THFG we pride ourselves in the trust our clients have bestowed on us for 15 years.   Our trusted advisor position affords us the opportunity to offer clients and their families’ assistance through our proven network of multi-discipline professionals.  These professionals are specially trained in assisting clients with strategies for coping with the challenging and sometimes painful and confusing transitions in their lives.  As William Bridges states in his 2004 national bestseller book, Transitions, successful progression through these transition periods requires us to let go of the past before we can move on into the future.  Letting go of our tried and true beliefs and behaviors is certainly no easy task tackling on one’s own.

THFG is pleased to offer our clients this new suite of services we call our Transitions Program.  Our Program’s Value Proposition is:

We understand the difficult transitions defined by the aging process our 50-65 year old business owners, professionals and highly paid sales consultants must navigate. Through our unmatched communication and coordinated team-based program, we provide mental, legal, physical and financial solutions to help provide comfort in your decisions for the future.

In addition to Henne Financial Group Advisors, trustworthy professionals have been selected from the following fields (click here to view our partners):

  1. Estate Planning, Wills and Trusts, Tax and contracts: (Attorney)
  2. Tax Preparation and Tax Planning: (CPA)
  3. Mortage Specialist: (Loan Consultant)
  4. Property and Casualty Insurance: (P&C Insurance Specialist)
  5. Medicare Insurance including Supplements and Medigap: (Medicare Specialist)
  6. Elder Care and Special Needs Law: (Attorney)
  7. Family Law: (Attorney)
  8. Helping Families Relocate to Arizona: (Real Estate Agent)
THFG Transitions Program will be coordinated by Marty Henne, CFP®. Clients will be introduced to the Program’s services at quarterly reviews, client roundtable luncheons, THFG’s website and direct marketing materials.   Introductions will be provided to other professionals from our network based on the individual needs and concerns we’ve jointly determined.  Clients will have full discretion over whether to engage a professional whom THFG has recommended. Providers in the THFG Transitions Program are not affiliated or endorsed by Woodbury Financial Services.
Tell A Friend Tell A Friend
Connect with us on: Go to LinkedIn  Go to Facebook  


 
 
 
CONTACT US




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.
 


Check the background of this financial professional on FINRA's BrokerCheck.