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COMMITMENT TO CLIENTS

Clients of The Henne Financial Group have come to expect:
  • Integrity: All recommendations and actions conducted on your behalf will be for the sole purpose of satisfying your needs and achieving your goals. We provide all supporting information and fully disclose any third-party relationships we utilize in serving you.  As the foundation for all meaningful relationships, we strive to earn and retain your trust with our character and competence.

  • Objectivity: There is no preconceived plan or set of strategies that works for all clients. While some similarities may exist, our recommendations will be based upon whichever insurance, investment, banking, and related products and services best meet your goals and needs. 

  • Professionalism: The Henne Financial Group subscribes to the highest standards of ethical behavior as outlined in the Certified Financial Planners Board of Standard's Code of Ethics. Each advisor is dedicated to continuous improvement to ongoing education, achievement of a professional designation/certification, and active participation in financial services industry associations.

  • Technology: Today's marketplace is characterized by an overwhelming number of choices. Therefore, timely, accurate, and user-friendly information is critical for making well-informed decisions. The Henne Financial Group utilizes an infrastructure of technical specialists and state-of-the-art analysis to deliver the breadth of the global financial markets in a convenient and concise manner.
We, the Associates of The Henne Financial Group, challenge you to review our work, check our references, test our recommendations, and constantly reevaluate our service to you in accordance with the standards of performance listed above. It is our uppermost desire that you become a long-term client whose goals and needs have been fully achieved through your trust and confidence in us. At The Henne Financial Group, we understand that establishing this kind of relationship does not happen overnight. It requires time-tested, diligent work, keeping our promises, and exceeding your expectations whenever possible. Most of all, as our valued client, you will know how much we care.
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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.