Custom Plans For Every Stage Of Life
Hendricks Wealth and Estate Management was founded in 2004. We keep a "business casual" setting in our office. We feel that the client should always feel comfortable, and should also feel as though we are speaking with them and to them, instead of at them. We work through your specifics to estimate how much you will need annually during retirement, and then factor in inflation, Social Security, pensions, other income, investment returns, and desired legacy to determine retirement age and/or retirement income that will be available. We want clients to feel that they have a sense of direction within the very first hour of meeting with us, and we wish to continue to work with clients to manage and monitor their investments as they progress through their accumulation years and into their distribution years.
We hope to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal finances. Our wish is that all of our clients feel that they have a sense of direction regarding investing, retirement, estate planning, insurance, and wealth preservation. We wish to be your lifetime partner to help you pursue and achieve your financial goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
