Redefine This Stage of Life
The Transitions Team helps you find comfort in your decisions for the future REQUEST A MEETINGTransitions 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 :
- Estate Planning, Wills and Trusts, Tax and contracts: (Attorney)
- Tax Preparation and Tax Planning: (CPA)
- Mortage Specialist: (Loan Consultant)
- Property and Casualty Insurance: (P&C Insurance Specialist)
- Medicare Insurance including Supplements and Medigap: (Medicare Specialist)
- Elder Care and Special Needs Law: (Attorney)
- Family Law: (Attorney)
- 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): *
Elisabeth Pickle
Estate Planning Attorney, Mindful Counsel
Mindful Counsel® offers a full suite of legal life planning services, but nothing about our approach feels like a traditional law firm.
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We offer education and resources to empower people to make the best decisions and protect their families and their assets. Estate planning can often feel confusing, so we offer monthly events such as Mindful Hike Legal Chats in the Sonoran Desert, complimentary reviews of estate plans, and a VIP membership. We also offer an online vault that allows clients to build and preserve their legacies.
Estate and “life” planning covers everything from personal planning to asset protection for your heirs and business assets. We provide holistic comprehensive plans and my intention is always to be your lawyer for life.
Mindful Counsel®, The Henne Financial Group and Woodbury Financial Services, Inc. are not affiliated entities. Elisabeth Pickle is not registered with Woodbury Financial Services, Inc.
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.
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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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.
Teri Crenshaw
Brand Strategist
My mission… Help great business win.
You’re an expert, an outlier, an authority. You know that winning in business means staying relevant and ahead of the curve. The problem is the world moves at the speed of tech. and it’s easy to feel overwhelmed or left behind. Too often, I’ve seen established entrepreneurs lose clients to inexperienced businesses solely because they lack a digital marketing strategy to stand out and stay ahead.
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I believe your expertise deserves the spotlight.
My strategic marketing consultancy exists to help you stay ahead of what’s next in
digital marketing with a tailored brand strategy that is hyper-effective and built on
the timeless narrative of a great story.
Over my 20 years as an entrepreneur, I’ve built and sold multiple health and
lifestyle businesses, consulted for digital companies, and advised international
professional and personal brands.
As your Strategist and Guide, I help you implement a marketing game plan built on
frameworks proven to result in a radical return on your investment now and in the
future.
I look forward to helping you stand out online and win in the marketplace!
Teri Crenshaw Consulting LLC, Henne Financial Group, and Woodbury Financial Services Inc are not affiliated entities.
Teri Crenshaw is not registered with Woodbury Financial Services, Inc.
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:
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.
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
Nancy Hetrick, CDFA, MAFF
Founder/CEO Smarter Divorce Solutions
Nancy Hetrick is the founder and CEO of Smarter Divorce Solutions LLC, and the Divorce Financial Planner Training Center.
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As a Certified Divorce Financial Analyst and forensic specialist, she assists divorcing clients by providing the financial expertise necessary to ensure the best possible outcomes. For financially complex cases, her team ensures all of the puzzle pieces are clearly identified and all strategies for division are explored.
She has over 20 years of experience in both investment management and financial planning and has specialized in divorce since 2011.
Nancy has become a nationally known trainer for Divorce Financial Planners and offers continuing education and intensive advanced training for CDFA® holders through www.DivorceFinancialTraining.com.
She is the author of “Divorce Financial Planning; Building a Successful Niche Business”, Divorce Is Not For Dummies; How To Cover Your Assets and the co-author of The Stress-Free Divorce, Volume 2.
Smarter Divorce Solutions, The Henne Financial Group and Woodbury Financial Services, Inc. are not affiliated entities. Nancy Hetrick is not registered with Woodbury Financial Services, Inc.
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.
THFG Transitions Program will be coordinated by Marty Henne. 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 and Bruck Henne are Investment Advisor Representatives of, and offer Securities and Investment Advisory Services through Osaic Wealth, Inc., Member FINRA, SIPC, and Registered Investment Advisor. Insurance offered through The Henne Financial Group, LLC. The Henne Financial Group and Osaic Wealth, Inc. are not affiliated entities. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, 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
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