650 Spring Hill Ring Rd., #2000
5337 Paylor Ln., Ste. 300
Years of experience have prepared us to guide you through your life transitions.
We create strategies that are tailored to your needs and goals.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
We are fiduciaries, meaning we work in the best interest of our clients 100% of the time.
We are experienced financial professionals who will work with you and guide you on your financial journey with the heart of a teacher.
We employ the Ramsey investing principals and develop a financial plan that is tailored to you and your goals.
We participate in ongoing sessions with a Ramsey SmartVestor coach to deliver a high level of service to our clients.
We think "big picture" and provide a voice of reason through market changes.
Custom Plans For Every Stage Of Life
Hendricks Wealth and Estate Management was founded in 2004. We keep a "business casual" setting in our office. We feel that the client should always feel comfortable, and should also feel as though we are speaking with them and to them, instead of at them. We work through your specifics to estimate how much you will need annually during retirement, and then factor in inflation, Social Security, pensions, other income, investment returns, and desired legacy to determine retirement age and/or retirement income that will be available. We want clients to feel that they have a sense of direction within the very first hour of meeting with us, and we wish to continue to work with clients to manage and monitor their investments as they progress through their accumulation years and into their distribution years.
We hope to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal finances. Our wish is that all of our clients feel that they have a sense of direction regarding investing, retirement, estate planning, insurance, and wealth preservation. We wish to be your lifetime partner to help you pursue and achieve your financial goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
A sound financial roadmap is just the start.
Financial advice for every situation.
Our Experienced Team Can Help!