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?
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. Most advisors are held to a suitability model rather than a strict fiduciary standard. 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.
If we recommend an insurance product such as an annuity, life insurance, or an asset-based long term care solution, we will disclose to you that there is a commission paid to us directly from the insurance company that provides the product. Because we are completely independent, we do not have an emphasis on sales quotas or annual production requirements so are able to avoid any conflicts of interest.
Annuities are available in a fee-only brokerage account or through a commission model. Diana will compare both to see which one makes more sense for you based on the total amount in fees that you would incur over a specified period of time as well as the potential for growth and safety.
Would you prefer to have more money when you retire, or more years in retirement?
We'll 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 or downsize their living space and invest the proceeds from the sale of thier home.
About Us
Diana enjoys helping people create income and minimize taxes.
What keeps you up at night? Are you wondering how you’ll preserve your capital and also create income? Are you wondering when you'll be able to retire? How do you convert a 401(k) into an income-generating tool?
Call or write to schedule an appointment to discuss your questions and concerns.
Diana lives in Bend and enjoys spending time with family and friends, exploring nearby lakes and streams, kayaking, hiking, and snowshoeing, and also loves playing pickleball.
Let's Talk
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.
Do you need Long Term Care insurance?
Do you need life insurance?
We're also licensed to help you with life insurance.
Contact Us
We meet with clients by appointment; please call us or send a message to schedule.
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. This website is for informational purposes only and does not represent a client-advisor relationship, nor are we making any recommendations or giving any type of advice.
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 product commissions are paid by the insurance company, not by the client, with the exception of advisor-led annuities that are held inside a client's brokerage account. Advisor-managed annuities are also insurance products.
Insurance Licenses: NPN 3234475, OR License 3234475, HI License 3234475, CA License 0C81540, WA License 755339
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