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
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Mindful Counsel® offers a full suite of legal life planning services, but nothing about our approach feels like a traditional law firm.
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 Osaic Wealth, Inc. are not affiliated entities. Elisabeth Pickle is not registered with Osaic Wealth, Inc.
Jeremy Mueller
Insurance Agent
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Jeremy Mueller is a 3rd generation State Farm with over 25 years of experience. Jeremy takes a hands-on approach and has a team of highly skilled licensed professionals working together to give outstanding service and helping customers protect what is important to them and their families. Insurance can be confusing and difficult to navigate. Jeremy and his team have a reputation for making sure you understand what you have by giving real-world options and demonstrations, so life does not derail or take you by surprise.
A graduate of Arizona State University Jeremy has qualified for numerous industry awards including as a lifetime member of State Farm’s Presidents Club reflecting a top 50 insurance agency in the country
Jeremy Mueller, Henne Financial Group, and Osaic Wealth, Inc are not affiliated entities.
Jeremy Mueller is not registered with Osaic Wealth, Inc.
Brock O'Neal
Realtor®, The O'Neal Team
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Brock O’Neal was born and raised in the “Valley of the Sun” and graduated from ASU with honors in Business and Criminal Justice. He is well acquainted with and has served families all over Arizona.
Brock was recognized for achieving Top in Sales at Capri Realty for 2014-2016. He was ranked as one of the Top West USA Agents from 2017-Present. Since 2017 he has also been in the Top 1% of Arizona Real Estate Agents. He attributes his success to loving what he does and genuinely being committed to serving families for the mere enjoyment of helping others enrich their lives.
Brock has helped a diversity of families achieve the American dream of home ownership to include newlyweds, baby boomers, first-time homebuyers, investors, growing families, professional athletes, relocating families, and Corporations. Brock started The O’Neal Team with West USA Realty in 2017 to accommodate the growing number of families aspiring to achieve their real estate goals.
The O’Neal Team will provide top-quality service while building a personal relationship that will last beyond your professional objectives together. Brock won the Top 40 Under 40 Award from 2018-2021 and the O’Neal Team won the 40 Under 40 award in both 2022 and 2023. These awards are given to the top agents in the industry excelling in sales and also community involvement. Brock values respect, loyalty, and honesty in all of his relationships. You can also count on Brock being timely!
Brock grew up in a family of police officers so he has a great respect for those who wear blue. He is a proud survivor of stage 3 Cancer!!! He abides by the motto, “You don’t deserve anything, work for what you want” which is apparent in his thorough and systematic work ethic. Prior to helping families in the Real Estate industry, he caddied for a pro-golfer traveling across the U.S., Canada, and Mexico.
Brock finds fulfillment in interacting with and helping others better their lives, which led him to a career in Real Estate where he has the opportunity to support families with finding their dream homes. He understands that finding the perfect home is unique for each family and embraces the challenge of achieving each homeowner’s desires.
When Brock is not assisting families with real estate needs, he loves spending his time with his wife Courtney, their twins, and 2 dogs. They have lived all over the valley and currently reside in Chandler, AZ. Together they appreciate volunteering their time to different charity events and they love to travel. Brock is also a sports enthusiast, favoring hockey, golf, and football!
The O’Neal Team, The Henne Financial Group and Osaic Wealth, Inc. are not affiliated entities. Brock O’Neal is not registered with Osaic Wealth, Inc.
Teri Crenshaw
Brand Strategist
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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.
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 Osaic Wealth, Inc are not affiliated entities.
Teri Crenshaw is not registered with Osaic Wealth, Inc.
RJ Crosby
Branch Manager/ Mortgage Lender
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RJ Crosby is a producing Branch Manager for a top performing branch with Benchmark Mortgage.
For 18 consecutive years, RJ has been recognized by ‘Mortgage Originator Magazine’ and the ‘Scotsman Guide’ as being in the top 1% of Loan Originators in the Nation, which is further proof he is an industry-recognized expert and loves his profession. In 2016, RJ was honored to receive the Lifetime Mastery Achievement Award from Todd Duncan. In 2018, RJ and his team were proud recipients of the Top Branch Award for Best Borrower Experience.
RJ believes in delivering a “WOW!” customer service approach to his clients and his strategic partners. He takes the time to listen to each client’s needs so he can custom tailor a mortgage that is best suited for their long and short-term financial goals, as well as their payment and equity objectives. His goal is simple: “By delivering a higher level of service than my clients expect, I hope to position myself as their ‘Lender for Life.’”
RJ is an Arizona native, having grown up in Scottsdale, and is a graduate from the W.P. Carey School of Business at Arizona State University. RJ enjoys dining out, being social, boating, wake surfing, motocross racing, and likes being a “memory maker” for his two children, his wife and close friends.
Click here to see what our clients are saying about us!
Benchmark Mortgage, The Henne Financial Group and Osaic Wealth, Inc. are not affiliated entities. RJ Crosby is not registered with Osaic Wealth, Inc.
Jodi Kaye
The Rites of Passage
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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.
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
Jodi Kaye, Henne Financial Group, and Osaic Wealth, Inc are not affiliated entities.
Jodi Kaye is not registered with Osaic Wealth, Inc.
Nancy Hetrick, CDFA, MAFF
Smarter Divorce Solutions
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Nancy Hetrick is the founder and CEO of Smarter Divorce Solutions LLC, and the Divorce Financial Planner Training Center.
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 Osaic Wealth, Inc. are not affiliated entities. Nancy Hetrick is not registered with Osaic Wealth, Inc.
Kim Fisher
Professional Fitness Coach
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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.
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 Osaic Wealth, Inc. are not affiliated entities. Kim Fisher is not registered with Osaic Wealth, 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
Neither Osaic Wealth, 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.
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