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OUR SERVICES

INDIVIDUAL CLIENT SERVICES

Our Clients always come first. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives and execute a financial program utilizing the following services:

Financial Planning - Financial planning requires ongoing attention and care to be successful. Finding and monitoring just the right mix of financial services that allow you the flexibility you want and the stability you need.

Retirement Planning - Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably and managing assets before and during retirement.

Wealth transfer - Helping to preserve what it has taken you a lifetime to accumulate. Reviewing your wills, trusts, and beneficiary designations. Reducing exposure to estate taxes and probate costs in order to preserve your estate for your intended heirs. Coordinating your financial plan with your tax and legal advisors.

Investment Management - Determining your risk tolerance and constructing a portfolio of investment vehicles geared toward assisting you in achieving your goals. Ongoing portfolio monitoring helps ensure your portfolio is continually aligned with stated goals and provides the ability to your needs.

Education Funding - Recommending investment and accumulation strategies to help fund your children's and/or grandchildren's educations.

Risk Management - Reviewing existing insurance policies to determine the best fit for your situation and recommending policy changes when appropriate.

Income protection - Protecting your financial security should you become too sick or hurt to work. We can help minimize that impact should the unexpected happen. 

Survivor income - Helping to protect your family should something happen to you. Our survivor income solutions can help provide peace of mind for you, knowing your family can achieve financial objectives such as paying for college or paying off a mortgage should something happen to you.

Long-Term Care – Helping you plan ahead for the possibility of needing long-term care, as having a plan in place can be the difference between financial security and devastation. In addition to traditional long-term care, we will introduce you to alternative ways to insure this risk away.
BUSINESS SERVICES

Financial challenges and opportunities inevitably lie ahead. As a business owner, you should be prepared. You need to identify all of the financial needs of you, your business, and your key employees. Then, you can assess the role of your company in meeting these needs. Considering all of the options can help maximize the effectiveness of your business for everyone involved.

Business protection- Helping you implement business protection strategies to preserve, protect and promote the value of your business in order to better facilitate a subsequent transfer to family members, key employees or other owners. Identify key individuals and implement a plan to protect the business in the event of their deaths.

Corporate Retirement Plans – Whether your company consists of one employee or hundreds, we can assist you in implementing and managing a company retirement plan. We will refer you to a qualified Third Party Administrator to help you develop the right retirement program to meet your needs. After the plan is established we will assist with choosing plan providers, selecting investments, employee enrollment and education, rollover and distributions and individual consultations. There are many reasons to establish a company retirement plan, such as potential tax advantages, attracting and retaining valuable employees and engendering employee loyalty.

Exit planning - A comprehensive plan will address your exit timeline, the proper value of your business and to whom you want to transfer your business. For example, if you choose to sell your business, a sale generating a low income stream may result in an “income gap,” while a sale generating a high income stream may trigger other planning challenges and opportunities. In either case, we can help you customize a plan to meet your overall objectives.
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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.
 


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