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4803 Olympia Park Plaza, Suite 4000, Louisville, KY 40241

(502) 426-0790
WilliamsHendonGroup@rwbaird.com
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FINANCIAL PLANNING

The benefits of a Financial Planning

As one of our clients you will have access to a deep and specialized expertise to help meet your diverse and unique needs. Ultimately, we want to help you make clear, long-term decisions by giving you the ability to see where you are now versus where you want to be in the future. Financial Planning is one of the most important steps to take in managing your assets and planning for the future.

Financial plans designed by The Hendon Group are done by Kate Hendon, a CFP® professional, who met rigorous education and experience requirements. In order to become certified she must pass a comprehensive 6-hour CFP® Certification Examination that tests her ability to apply financial planning knowledge in an integrated format.

 

What a Financial Plan consists of:

What a Financial Plan consists of:

  • Establishing financial goals and objectives
  • Retirement income planning
  • Recommending an asset allocation appropriate to your goals, time-line and tolerance for risk
  • Developing your investment strategy
  • Planning for a child’s or grandchild’s education
  • Life insurance planning
  • Estate planning

Outcomes of working with us

Upon completion of your personal financial plan, you and your family will have a road map to follow to reach your most important financial goals. While there may be twist and turns that lie ahead, The Hendon Group and Kate Hendon, CFP® will be there to help you stay the course and be with you along the way.

  • Allocating for a new home or planning for a new family member
  • Have the ability to allocate cash safely for a new business or investment strategy
  • Planning for your children’s education
  • Knowing you’ll have enough money through retirement
  • Protecting the family’s important assets when a loved one passes or becomes disabled
  • Knowing when to take Social Security

Even if you already have a financial plan, it’s in good form to revisit the plan and get a second opinion to ensure you have a solid foundation upon which you can base sound financial decisions.

If you are interested in having Baird create a customized financial plan for you or would like to discuss any other financial issues, please contact Kate at 502-326-1531.

Plan For Today and Tomorrow. Contact Us.

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