Planning for your financial future is one of the most important things you will ever do.
For over 30 years, Henderson Wealth Partners has been providing 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 three decades.
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.
Helpful Content
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Emerging Market Opportunities
What are your options for investing in emerging markets?
When Markets React
When markets shift, experienced investors stick to their strategy.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?