HOW WE'RE RESPONDING TO COVID-19
Your financial well-being remains our top priority, and we will continue to serve you at the highest level. You can reach us during normal business hours, by email and by phone. Check out our website as we will be adding the latest information on Covid-19 and how it's affecting you, our community and the financial markets. Please contact us with any questions and please stay safe.
Planning for your financial future is one of the most important things you will ever do.
Henderson Wealth Partners provides individuals, families and business owners with comprehensive wealth management services that incorporate their values and beliefs. Serving as your trusted advisor, we bring the experience and resources to help you plan for each stage of your financial life from retirement and investment planning, to risk management, wealth transfer strategies, and more.
Learn why so many individuals and families in Ft. Myers and throughout Southwest Florida have relied on the financial professionals at Henderson Wealth Partners for more than 27 years.
It would be our pleasure to help you enjoy the contentment that comes from knowing your financial legacy will offer the maximum impact for you, your family and the causes that are most important to you.
Contact us to schedule a no-obligation consultation.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Is your estate in order? This short quiz may help you assess your overall strategy.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Estimate how much you have the potential to earn during your working years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Do you have causes that you want to support with donations?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Around the country, attitudes about retirement are shifting.
Understanding the cycle of investing may help you avoid easy pitfalls.
Smart investors take the time to separate emotion from fact.
All about how missing the best market days (or the worst!) might affect your portfolio.