Asset Management
Financial Plan Creation
Retirement Plans for Organizations
Life Insurance
Property and Casualty Insurance
Our process starts with uncovering the fundamental elements of our client’s present situation. We believe managing the details of a client’s financial life, inclusive of the business transition, real estate, insurance, and estate planning, allows us to wrap our arms around everything a client may encounter in their financial life. Integrating financial planning with creative asset management strategies produces an efficient program designed to meet or exceed long-term investment objectives.
I have always found it exciting that the market is a lot like life; it’s always moving and keeps us on our toes. I enjoy using our disciplined investment strategies designed to navigate those ups and downs and openly communicate with clients. My goal is to help them achieve clarity with their financial well-being so that they can focus on enjoying life to the fullest.
Chief Executive Officer Chief Investment Officer
Chief Financial Officer & Senior Portfolio Manager
President
AIF®, President
Chief Compliance Officer
Senior Vice President, Financial Planning and Reporting
Portfolio Manager
Senior Vice President
Portfolio Manager
Portfolio Manager
CFP®, Vice President
CDFA©®, Senior Vice President, Principal
Managing Director
Our core values are the bedrock of our organization and have helped shape or company culture, creating a united workspace where innovation and consistency come together for the benefit of our clients.
After we are initially introduced, we will schedule a short introductory call to get to know you and to introduce you to our team and our process.
If we mutually believe this is a good fit, we will ask you to complete an online client profile questionnaire that will allow us to get an accurate understanding of your financial picture and your future goals.
Once we have all the necessary information, our team will meet internally to review various planning strategies available to you that will help you achieve your goals.
At our next meeting, we will present the various opportunities that exist for you to achieve your goals. We will show you the cash flow impact to your plan of your decisions.
Once you and your family have decided which strategy you believe is the best for your goals, we will meet together to begin the necessary work to implement that strategy.
After we are initially introduced, we will schedule a short introductory call to get to know you and to introduce you to our team and our process.
If we mutually believe this is a good fit, we will ask you to complete an online client profile questionnaire that will allow us to get an accurate understanding of your financial picture and your future goals.
Once we have all the necessary information, our team will meet internally to review various planning strategies available to you that will help you achieve your goals.
At our next meeting, we will present the various opportunities that exist for you to achieve your goals. We will show you the cash flow impact to your plan of your decisions.
Once you and your family have decided which strategy you believe is the best for your goals, we will meet together to begin the necessary work to implement that strategy.
See our educational information on our resources page.
Henry+Horne Wealth Management President Michael Carlin discusses the current capital market environment. So far this year both stocks and bonds are struggling as the Federal Reserve starts to pull accommodations away. He goes over the data and historical trends to create a thoughtful understanding of where we may be headed.
Read More >The last quarter of 2021 yielded mostly positive returns for equities and flat returns for fixed income securities. The S&P 500 gained 11.0% while the Bloomberg U.S. Aggregate Bond Index was flat. Markets were helped by delightful amounts of fiscal spending that contributed to an almost $1.2 trillion expansion in the U.S. public debt in the fourth quarter alone.
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As we approach the holiday season, this is the ideal time to reflect on your 2017 financial year as well as creating a focus for your financial future starting in 2018. We want to start the dialogue about how you performed this year so we can gain a greater understanding of what needs to happen for your financial life in the year ahead.
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