Are you concerned about outliving your money?
Call for help - 360.608.8650
Fiduciary Financial Planning AND WEALTH Management
Would you like to learn how to create income during retirement?
Are you seeking peace of mind about your future?
Would you prefer to have more money when you retire, or more years in retirement?
We can help you analyze both ideas and create reports for you that will help you decide. Many of our clients have found that they were able to retire sooner than expected, while some have decided to work longer than they had planned.
We provide financial planning and wealth management services to clients who are seeking a dynamic and successful retirement.
WHY WORK WITH A FIDUCIARY?
A fiduciary financial professional is legally bound to always do what is in the client's best interest, not their own. We recommend products that are best for you, maximizing the potential return and providing fee transparency rather than using products that have hidden fees. Our fees are structured at 1.0% per year on account values up to $1,000,000. Account values above $1,000,000 are charged 0.75% for the amount that exceeds that threshold. Fees are paid quarterly in arrears, based upon the account value on the last day of the previous quarter.
Better yet, let's meet on Zoom or in person!
Send me a message and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation. We can meet on a video chat or in person if you're in Bend or surrounding area.
Contact Us
Better yet, see us in person!
We meet with clients by appointment; please call us or send a message to schedule.
Do you need life insurance?
We're also licensed to help you with life insurance.
HENDERSON ASSET MANAGEMENT, LLC
2900 NW Clearwater Drive, Suite 200-128, Bend, OR 97703
Diana Anita Henderson is the sole owner of Henderson Asset Management, LLC, Registered Investment Advisor,
a fiduciary financial planning and wealth management firm.
Our brochure Form ADV is available through the link below that will take you directly to the FINRA website.
FINRA stands for Financial Industry Regulatory Authority. The FINRA website is an excellent resource for consumers to gain knowledge about the financial industry, how various products work, and more.
HENDERSON ASSET MANAGEMENT, LLC - Investment Adviser Firm
Charles Schwab & Co., Inc. serves as our Custodian. Henderson Asset Management, LLC and
Charles Schwab & Co., Inc. are separate entities.
Investment results cannot be guaranteed. Risk in a client's portfolio is based on a thorough examination of a client's risk tolerance profile which includes assessing current and future income, spending habits, longevity predictions, and more.
Henderson Asset Management, LLC is a Registered Investment Advisor firm in the states of Oregon, Hawaii, and California.
We are also allowed to work with financial planning and wealth management clients in most other states under the de minimus rule.
Insurance products including life insurance and annuities are provided by Diana Anita Henderson, a licensed insurance agent.
Insurance Licenses: NPN 3234475, OR License 3234475, HI License 3234475, CA License 0C81540, WA License 755339
Copyright © Henderson Asset Management, LLC - All Rights Reserved.