Why Choose a Fiduciary Investment Advisor?
FIDUCIARY INVESTMENT ADVICE TO HELP YOU KEEP YOUR EYE ON THE BALL
In most sports that involve hitting a ball, we're repeatedly told to keep our eye on the ball. In golf, pickleball, tennis, baseball, ping pong, and all other ball sports, keeping the ball in sight is essential to our success.
A fiduciary investment advisor is a person who is legally obligated to act in the best interests of their clients at all times, and who is trained to keep their eye on the ball, metaphorically speaking at least - the ball being your precious nest egg, of course. Fiduciary advisors are bound by ethical, moral, and legal commitments to uphold this duty at all times. Fiduciary investment advisors assist clients with retirement planning and asset management.
HENDERSON ASSET MANAGEMENT, LLC
We help clients navigate investment planning and risk management. Our first steps involve getting to know who we are working with - each person has a unique set of needs, and we create a personalized set of recommendations based on those needs. We'll examine spending habits, income, number of years until retirement, family size, and much more. We can work in person or over a video chat, depending on where you are.
FREE PLANNING TOOLS
The following complimentary materials are helpful, regardless of your decision to work with a fiduciary investment advisor. You may download the "Retirement Zoomer" or for access to the "Financial Goal Plan" to help with your retirement planning, you'll need to create a login ID and password after clicking the underlined words (Financial Goal Plan). There is never a charge for these tools.
Contact Us - 1.360.608.8650
