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- Henssler Financial
Henssler Financial
Henssler Financial is one of the largest independent wealth management firms in Atlanta. We provide solutions that incorporate a range of services including wealth management, financial planning, tax preparation and consulting, corporate retirement planning and estate planning. For more than 35 years, we have helped clients gain clarity on their financial situation by asking the right questions and helping them to prioritize their goals. After exploring their financial circumstances, we create customized cash flow projections that apply our Ten Year Rule across multiple scenarios. The combination of these projections and a financial plan prepares our clients for the road ahead. Our clients gain peace of mind knowing that experts monitor their plan and make adjustments along the way to accommodate life’s curve balls.
Purpose
Serve Others by Seeking Solutions
We believe in listening to our clients so that we can understand and meet their needs.
We believe in listening to our clients so that we can understand and meet their needs.
Vision
Invest in Others. We manifest this through three primary outlets -- our clients, our employees, and the community.
We invest in clients by educating them about their finances. A former college professor, Dr. Gene built Henssler Financial around this culture of education. Through meetings, events and our weekly radio show ("Money Talks"), we make sure our clients both understand the current financial/tax/economic environment and the adjustments we make to their plan to accommodate any changes. We find this type of transparency is often missing in the financial industry.
We invest in our employees by encouraging and helping them to attain professional designations and graduate degrees. By supporting our employees as they achieve personal advancement goals, we are also able to offer our clients a comprehensive list of services. We also strive to maintain a healthy work-life balance by offering flexible work schedules and remote work opportunities; hosting free quarterly events, and...Really getting to know our employees and their families on a deeper level. We truly consider this a family.
Lastly, and probably the most fulfilling -- we invest in the community through educational seminars and volunteer opportunities. Henssler Financial is not a firm to just stroke a check. We really involve employees by engaging them to roll up their sleeves and pitch in. We sponsor several student groups at Kennesaw State University, providing both much-needed funds, as well as financial education and mentorship. As a firm, we've held food drives for Center for Family Resources, provided Christmas gifts for the Calvary Kids, hosted marathon months (whereby for every mile walked, the firm will donate $1 to a charity), and so much more.
Our employees truly come to work to make a difference – both by helping our clients achieve their financial goals and by helping their neighbors through the many community outreach programs the firm sponsors.
We invest in clients by educating them about their finances. A former college professor, Dr. Gene built Henssler Financial around this culture of education. Through meetings, events and our weekly radio show ("Money Talks"), we make sure our clients both understand the current financial/tax/economic environment and the adjustments we make to their plan to accommodate any changes. We find this type of transparency is often missing in the financial industry.
We invest in our employees by encouraging and helping them to attain professional designations and graduate degrees. By supporting our employees as they achieve personal advancement goals, we are also able to offer our clients a comprehensive list of services. We also strive to maintain a healthy work-life balance by offering flexible work schedules and remote work opportunities; hosting free quarterly events, and...Really getting to know our employees and their families on a deeper level. We truly consider this a family.
Lastly, and probably the most fulfilling -- we invest in the community through educational seminars and volunteer opportunities. Henssler Financial is not a firm to just stroke a check. We really involve employees by engaging them to roll up their sleeves and pitch in. We sponsor several student groups at Kennesaw State University, providing both much-needed funds, as well as financial education and mentorship. As a firm, we've held food drives for Center for Family Resources, provided Christmas gifts for the Calvary Kids, hosted marathon months (whereby for every mile walked, the firm will donate $1 to a charity), and so much more.
Our employees truly come to work to make a difference – both by helping our clients achieve their financial goals and by helping their neighbors through the many community outreach programs the firm sponsors.
Mission
We help clients Live Ready through clarity, preparedness and peace of mind.
1. CLARITY: We help our clients clarify their goals by listening to them and learning about their situation and goals. By paying attention to these needs, we are able to ask the right questions and discover underlying issues and desires. Next we examine their income sources and financial habits, which in turn influence our strategy and recommendations.
2. PREPAREDNESS: Once we have clarified our client's goals, we create cash flow projections by applying our Ten Year Rule investment philosophy across multiple scenarios. We then review our clients taxes, estate plan, and insurance to make sure all pieces work in concert. Once the client picks a financial plan to follow, we implement it, providing solutions tailored to their needs.
PEACE OF MIND: Once a client's plan has been implemented, we track progress while maintaining flexibility in the plan to accommodate market fluctuations or life changes. If updates are needed, we will revise your plan, adjusting for changes in our client's life, goals, or risk tolerances. To ensure expectations are met or exceeded, we keep client's up-to-date with any changes to their plan or accounts.
1. CLARITY: We help our clients clarify their goals by listening to them and learning about their situation and goals. By paying attention to these needs, we are able to ask the right questions and discover underlying issues and desires. Next we examine their income sources and financial habits, which in turn influence our strategy and recommendations.
2. PREPAREDNESS: Once we have clarified our client's goals, we create cash flow projections by applying our Ten Year Rule investment philosophy across multiple scenarios. We then review our clients taxes, estate plan, and insurance to make sure all pieces work in concert. Once the client picks a financial plan to follow, we implement it, providing solutions tailored to their needs.
PEACE OF MIND: Once a client's plan has been implemented, we track progress while maintaining flexibility in the plan to accommodate market fluctuations or life changes. If updates are needed, we will revise your plan, adjusting for changes in our client's life, goals, or risk tolerances. To ensure expectations are met or exceeded, we keep client's up-to-date with any changes to their plan or accounts.
Additional Culture Details
Henssler Financial's vision is to Invest in Others, and we manifest this through three primary outlets -- our clients, our employees and the community.
We invest in clients by educating them about their finances. A former college professor, Dr. Gene built Henssler Financial around this culture of education. Through meetings, events and our weekly radio show ("Money Talks"), we make sure our clients both understand the current financial/tax/economic environment and the adjustments we make to their plan to accommodate any changes. We find this type of transparency is often missing in the financial industry.
We invest in our employees by encouraging and helping them to attain professional designations. By supporting our employees as they achieve personal advancement goals, we are also able to offer our clients a comprehensive list of services. We also strive to maintain a healthy work-life balance by offering free yoga classes two times a week, hosting free quarterly events, and...Really getting to know our employees and their families on a deeper level. We truly consider this a family.
Lastly, and probably the most fulfilling -- we invest in the community through educational seminars and volunteer opportunities. Henssler Financial is not a firm to just stroke a check. We really involve employees by engaging them to roll up their sleeves and pitch in. For the last two years, our experts have given monthly personal finance presentations to Kennesaw State University students. As a firm, we've held food drives for Center for Family Resources, provided Christmas gifts for the Calvary Kids, hosted marathon months (whereby for every mile walked, the firm will donate $1 to a charity), and so much more.
We invest in clients by educating them about their finances. A former college professor, Dr. Gene built Henssler Financial around this culture of education. Through meetings, events and our weekly radio show ("Money Talks"), we make sure our clients both understand the current financial/tax/economic environment and the adjustments we make to their plan to accommodate any changes. We find this type of transparency is often missing in the financial industry.
We invest in our employees by encouraging and helping them to attain professional designations. By supporting our employees as they achieve personal advancement goals, we are also able to offer our clients a comprehensive list of services. We also strive to maintain a healthy work-life balance by offering free yoga classes two times a week, hosting free quarterly events, and...Really getting to know our employees and their families on a deeper level. We truly consider this a family.
Lastly, and probably the most fulfilling -- we invest in the community through educational seminars and volunteer opportunities. Henssler Financial is not a firm to just stroke a check. We really involve employees by engaging them to roll up their sleeves and pitch in. For the last two years, our experts have given monthly personal finance presentations to Kennesaw State University students. As a firm, we've held food drives for Center for Family Resources, provided Christmas gifts for the Calvary Kids, hosted marathon months (whereby for every mile walked, the firm will donate $1 to a charity), and so much more.
Values
- Learning
Recent Awards
Company Snapshots
