Redefine This Stage of Life

The Transitions Team helps you find comfort in your decisions for the future
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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?”

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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 25 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 :

  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.

 

TRANSITIONS PROGRAM PARTNERS

In addition to Henne Financial Group Advisors, experienced professionals have been selected from the following fields (please click on professionals to go to their websites and learn more about them and their practices): *

Julie Keiffer, NMD

Julie Keiffer, NMD

NMD, Valley Medical Weightloss

As the premier medically supervised weight loss clinic in the Phoenix area, Valley Medical Weight Loss has created cutting-edge programs tailored to individuals seeking a non-surgical, safe option for weight loss.

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Their team of physicians has created an easy to follow, dynamic system that keeps patients motivated and energized to meet their goals

With three valley wide locations, Valley Medical Weight Loss offers safe, effective and customizable weight loss plans by the week or month, including FDA approved appetite suppressants, supplements, HCG, B12 injections, and fat burning lipotropic injections. 

Valley Medical understands the value of making a positive investment in one’s health as the most critical component of well-being.  Their moto is “Weight Loss Made Easy” with no contracts, start-up costs, or appointments. Consultations with their weight loss physicians are always free. 

In addition to weight loss, a variety of rejuvenation services are provided by the talented, Dr. Julie Keiffer, NMD.  Dr. Keiffer was voted by Phoenix Magazine as one of the Valley’s “Top Doctors” and has over 15 years specializing in revolutionary aesthetic treatments such as:

Botox® / Xeomin® / Juvederm® / Volbella® / Vollure® / Voluma® / PRP for Hair and Face including the Vampire Facial® and Vampire Facelift®

Neither Woodbury Financial Services, Inc. [WFS] nor its representatives offer legal or tax advice.  Dr. Julie Keiffer is not a registered with WFS.

Valley Medical Weight Loss, The Henne Financial Group and Woodbury Financial Services, Inc. are not affiliated entities.

Robin Winkler, CPA

Robin Winkler, CPA

Certified Public Accountant, Winkler CPA & Accounting

Robin Winkler, CPA has experience in public, corporate and government accounting. Specifically, she has been a public accountant for twenty-four years. 

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She is knowledgeable in compilations, payroll tax returns, tax preparation and review (individual, corporate, partnership, fiduciary and estate) and tax planning. Robin excels in educating clients in accounting.

Robin Winkler has a Bachelor of Business Administration with a major in Accounting from the University of Georgia in Athens, Georgia. She also has a Masters of Taxation from Georgia State in Atlanta, GA. She is a registered CPA in the state of Arizona and has worked with Jean for thirteen years.

Robin was born in North Carolina. She currently resides in Tempe, Arizona with her husband Jason and their two daughters. Robin loves movies (especially scary ones), reading and traveling.

You can contact Robin directly at 480-993-0660 or visit her website for more information:

Winkler CPA & Accounting


DeCracker & Winkler, CPA, PC and The Henne Financial Group and Woodbury Financial Services, Inc. are not affiliated entities.  Robin Winkler is not registered with Woodbury Financial Services, Inc.

Caroline Farrar

Caroline Farrar

Mortgage Specialist, Fairway Independent Mortgage Corporation

Caroline Farrar’s passion is helping families by creating an exceptional home buying or refinancing experience. 

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She started her career in lending more than 15 years ago because she loves helping clients with the biggest investment of their life.

Caroline takes great pride in the relationships she builds, and always works relentlessly on behalf of her clients to help them achieve their real estate and financial goals. Her innate understanding of underwriting guidelines helps her to be able to stand behind their approvals. If you are looking for an honest, ethical mortgage loan officer to give you options that are in line with your goals, you have come to the right place. The home buying and refinancing processes can be very stressful. Caroline is here to help guide her clients every step of the way; from application to closing on their new loan to ensure it is as smooth as possible.

Caroline is a native of California, but considers Arizona home since moving here in 1993 where she graduated from High School & Arizona State University. She loves spending time with her husband and two small children, traveling, entertaining, scuba diving, snowboarding and eating delicious food.

Caroline’s philosophy is simple: Clients come first. Her greatest measure of success comes through the satisfaction of her clients. Whether you are looking for your first home using down payment assistance, an investment property, vacation home, a VA, FHA or jumbo loan, debt consolidation, renovation loans or a cash-out refinance to lower your rate and payment, please consider Caroline your financing resource where you will receive exceptional service every time.

You can contact Caroline directly at 480-236-8643 or visit her website for more information:

Caroline Website

Fairway Mortgage Corporation, The Henne Financial Group and Woodbury Financial Services, Inc. are not affiliated entities. Caroline Farrar is not registered with Woodbury Financial Services, Inc.

Erik C. Bergstrom

Erik C. Bergstrom

Divorce and Family Planning Attorney, Bishop Law Office

Erik Bergstrom focuses his practice on divorce and family law, with an emphasis on complex cases involving business ownership; residential and commercial real estate holdings; and division of investment accounts, retirement plans, and pension benefits. 

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DIVORCE AND FAMILY LAW AND RELATED APPEALS

•Divorce/Dissolution of marriage, including child custody, parenting time, child support, spousal maintenance, and division of property and debts.

Post-Decree matters, including enforcement and modification of child custody, parenting time, child support, spousal maintenance and property settlements.

DIVORCE AND FAMILY LAW AND RELATED APPEALS

•Divorce/Dissolution of marriage, including child custody, parenting time, child support, spousal maintenance, and division of property and debts.

Premarital Agreements, drafting and enforcement.

•Experienced with all types of Family Law proceedings, including Emergency Hearings, Temporary Orders Hearings, Trials, Post-Trial Motions and Appeals.

•Other Family Law matters, including grandparent’s visitation and in loco parentis visitation.

•Substantial experience in complicated inter-state custody and child support matters, jurisdictional disputes and issues arising under the Uniform Child Custody Jurisdiction and Enforcement Act and the Uniform Interstate Family Support Act.

•Substantial experience with expert witnesses in Family Law matters, including custody evaluations, business valuations, forensic accountings, division of retirement and pension benefits and other financial experts.

•Appeals of all types involving Family Law matters, including Special Actions, Lower Court Appeals, and Petitions for Review, at all levels including Superior Court, the Arizona Court of Appeals and the Arizona Supreme Court.

You can contact Erik directly at 480-993-0660 or visit his website for more information:

Erik Website


Erik C. Bergstrom, Bishop Law Offices P.C., and The Henne Financial Group and Woodbury Financial Services, Inc. are not affiliated entities. Erik C. Bergstrom is not registered with Woodbury Financial Services, Inc.

Kim Fisher

Kim Fisher

Professional Fitness Coach, Diva Over Fifty

For over 35 years, Kim has been helping men and women become better versions of themselves. Friends and clients know her as more than just a fitness lifestyle coach.

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Beginning as a personal trainer in 1982 with the world’s leader in fitness, Gold’s Gym, Kim became passionate about developing a niche for women in the male dominated industry. Over the years she has studied extensively in the sciences of anatomy, physiology, and kinesiology to come up with training programs that work.
Kim realized how little information there is for women like in their 50’s to stay healthy, strong, and happy in their best years. That’s why she created DivaOverFifty, a unique online community for women. Kim’s goal is to take her mentoring past hourly in-person consulting and use new technology to help hundreds of women become better versions of themselves.

DivaOverFifty, The Henne Financial Group and Woodbury Financial Services, Inc. are not affiliated entities. Kim Fisher is not registered with Woodbury Financial Services, Inc.

Nicole Kobrinsky

Nicole Kobrinsky

Realtor®, Launch Real Estate

Nicole Kobrinsky, Realtor® with Launch Real Estate, specializes in the finest homes in Scottsdale, Paradise Valley, and Phoenix, Arizona. Her art lies in attention to detail, her passion lies in connecting people with exceptional properties. 

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She utilizes highly efficient marketing techniques to leverage both local and global reach. Her high energy, dedication and meticulous nature, allow her to offer unmatched expertise and professionalism. 
She received a Bachelor of Science in Business Administration from Colorado Christian University. Shortly after graduation, she traded the snow for palm trees and ventured to Arizona where she met her husband who she now raises their two young daughters with. Her loves include architecture, design, travel, fitness, and exploring new places, events & local businesses. 

Nicole’s Website

Launch Real Estate, The Henne Financial Group and Woodbury Financial Services, Inc. are not affiliated entities. Nicole Kobrinsky is not registered with Woodbury Financial Services, Inc.

Allison Kierman

Allison Kierman

Managing Partner, Kierman Law, PLC

Allison is the managing partner of Kierman Law, PLC, an estate planning and probate litigation law firm. Allison offers advice to Arizona families and businesses in the following areas: wills, trusts, probate, succession planning, and charitable giving.

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Allison understands that making future and legacy plans is complicated and involves sensitive issues. She helps all families, regardless of the size of the estate or value of personal or real property assets.

She offers advice to Arizona families and businesses in the following areas: wills, trusts, probate, succession planning, and charitable giving. 

Allison understands that making future and legacy plans is complicated and involves sensitive issues.  She helps all families, regardless of the size of the estate or value of personal or real property assets.

For those families who are also business owners, Allison provides general business consulting and advice on business structuring and trusts.

Allison provides unique and creative solutions to difficult estate planning questions.

Allison can be entrusted to help allocate life insurance proceeds, protect assets from creditors, and control distribution of assets to young children, special needs family members, family members with failing health, and family members who have made questionable life choices.

Allison coordinates her efforts with financial planners, accountants, and other advisors to ensure consistency and verify that the estate plan is properly implemented.

Allison received her J.D. from the University of Iowa College of Law, M.Sc. from the London School of Economics and Political Science, and B.A. from Baylor University.

When not working with clients, Allison can be found with her two elementary-age children, two Labradoodles, and/or working with various non-profits in the Valley.

Jodi Kaye

Jodi Kaye

The Rites of Passage

Jodi Kaye has a strong belief in bringing families together through open communication. She is a Registered Nurse and is the creator of The Rites of Passage. Jodi began her career as a nurse 20 years ago when she felt a strong desire and calling to care for others.

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Jodi’s nursing career has primarily focused on women’s and children’s health issues. She spent 15 years in the specialty of Labor and Delivery and Bereavement Counseling.

She holds a Bachelor of Science in Nursing degree and has obtained National Certification in Obstetric Nursing. Motherhood and her career have led to a love and appreciation for teaching, parenting, and addressing children’s issues.

How it all began. . .

Jodi created The Rites of Passage as a result of her love for teaching in nursing and also because she is a mom to three girls. She knew she needed to find a healthy and fun way to discuss these stages with her girls so they could grow up to be happy and confident in all aspects of their lives. Once she figured out how to openly talk to her girls about puberty and sexuality, she realized that she could also help others contribute to the growth and education of their children, and she has been doing so since early 2013.

She has found that the best way to accomplish this is by developing and delivering high-quality educational workshops meant to encourage and strengthen the parent-child relationship and communication methods.

 

Go to Jodi’s website

Analise Zaremba

Analise Zaremba

Senior Private Client Advisor, Brown & Brown Insurance of Arizona

Analise is a Risk Management and Personal Insurance Consultant with over a decade of experience. She continues to enhance her knowledge and expertise in risk management and insurance by maintaining designations and staying relevant in today’s changing exposures on personal risk management.

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Analise works with individuals and families to protect their wealth, assets and lifestyle by understanding their unique needs and risk philosophy and designing a program that best meets those needs. She has the license capability to transact business for her clients and their families in all 50 states. She provides a personalized and customized service that gives her clients confidence and peace of mind.

Brown & Brown Insurance, the 6th largest Independent Insurance Agency providing Commercial, Employee Benefits, and Personal Lines Insurance.

Analise has expertise in the High-Net-Worth Personal market segment, tailoring personal insurance for multimillion-dollar estates, luxury automobiles, private watercraft, and rare collections. She focuses on working with families looking for a high level of service with a premier insurance provider. She enjoys getting to know her clients and providing the personal attention that gives them the confidence that their needs are being met.

She attended The University of New Mexico for her undergraduate degree and later earned her MBA with an emphasis in Leadership from Grand Canyon University.

Analise is a third-generation Arizona Native, and she prides herself on giving back to her community and focuses on the Empowerment of Women, Education, and the Arts. She currently serves on the Executive Board of Xico Art, and the Young Women’s Forum for the YWCA. She is a member of the 5 Arts Circle, Contemporary Forum and AZ Costume Institute Contemporary with the Phoenix Art Museum. Analise was honored to be featured in the 2019 Phoenix KNOW Book, 100+ women you must know and do business with.

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.

* PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for andy direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Disclosures

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. Woodbury Financial Services, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Woodbury Financial Services, Inc.

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, IL, MA, MI, NE, NJ, NC, PA, SC, TX, UT, WA and WI.

No offers may be made or accepted from any resident outside the specific states referenced

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.