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OUR PROCESS

We strive to identify and understand your financial goals and then provide you with what we believe to be the best options to achieve those goals.  Our firm is independently owned, which means we do not have the pressure to sell products and are not limited to proprietary products marketed by many national planning firms. Our affiliation with Woodbury Financial Services, Inc., an independent financial services firm, provides us with the autonomy and opportunity to do what we believe is right for our clients.

While the comprehensive planning process can seem complex, we intend to make it elegantly simple and easy for you.  The ultimate goal of our process is to give you the peace of mind that comes from knowing that the important steps have been taken. You won’t be thinking about how, why, and when. It’s all done, in one place, with one team monitoring the results.
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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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