Hensen Webb Group is well-qualified to develop a personalized plan that will allow you to employ the same degree of care in your approach to your finances as in the care you bring to your career and other pursuits.
Approach to wealth management
Our approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions. Our process includes:
- Understanding Your Financial Objectives — We begin by listening to understand you and your financial objectives.
- Gathering Your Current Financial Information — Together, we gather specific information on your financial picture.
- Developing Smart, Time-Tested Strategies — Next, we analyze your financial and personal information to match your objectives with sound strategies.
- Implementing Thoughtful and Creative Solutions — We develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
- Providing Timely, Ongoing Service — We regularly review your situation to help ensure your financial objectives are being met.
Wealth management is a relatively new term in the financial-services industry, but the issues it addresses are anything but novel. Our goal is to help you identify and prepare for life’s challenges with a holistic approach that encompasses:
- Retirement planning
- Education planning and funding
- Wealth transfer
- Debt management
- Risk management
- Tax-minimization planning
- Business-succession planning
- Charitable giving