2600 Maitland Center Parkway,
When you reach your next Crossover Point, will you be ready?
We call these times Crossover Points, and helping you prepare for them is what we do.
“As a couple we were blessed to have worked for Publix Super Markets for over 75 years. This is not a typo - over 75 years between the two of us. With that said we did not take lightly who we chose to be our financial advisor once we retired. Mike has done right by us for the past eight years (since we retired) thru the ups and downs and the uncertainty of the markets.
None of us know what the future holds but it good to know we have him in our corner.”
Gary and Monica C.
This statement is a testimonial by a client of the financial professional as of 08/16/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
“We have worked with Mike for over 20 years. He has helped us with many aspects of our lives, careers, and helped prepare us for retirement. We would strongly recommend him for anyone seeking information, advice, and guidance.”
Rich and Jean R.
This statement is a testimonial by a client of the financial professional as of 08/16/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial
“Michael, you are such a great financial planner. You always answer all our questions with an open heart and honesty”
Mike and Alexis S.
This statement is a testimonial by a client of the financial professional as of 05/08/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial
"We've been clients of Mike's since 2016. Always keeping us informed, making sure we don't have questions. We are very fortunate to have him as our financial advisor. Always an email or phone call away."
Thank you, Mike!!!
Jeri and Dexter B.
"My husband Paul and I would like to take this opportunity to acknowledge that Certified Financial Planner Michael Henderson has been the utmost attentive person to our needs and has provided us with a wealth of information, as well his expertise, advice and direction for our future financial goals.
Michael has been very sincere, honest and genuinely concerned about how we invest and manage our finances. He is quick to respond to any request in a very timely manner and we would highly recommend his services to anyone who is interested in better securing their financial future.
Thank you, Mike for taking a personal interest and building a lasting relationship with us."
Paul and Jerene K.
"These Crossover Points require planning and represent vital aspects of a family's wealth creation and financial stability.
Over the last 2 decades, I've identifed 22 specific life events that have impacted my clients. But across most American families, there are 8 fundamental issues that emerge as universally significant and need to be addressed.
By planning for these shared challenges with an experienced CERTIFIED FINANCIAL PLANNER™, families can better navigate through the complexities of their own unique situations with greater clarity and resilience, creating a foundation for long-term success and financial well-being."
Michael P Henderson, CFP® CKA®
CERTIFIED FINANCIAL PLANNER
We're an Independent Wealth Management Firm near Orlando, Florida
Do you know the probability you'll be able to achieve all the things you want to? If not, our process can help
in addition to asset management, our clients come to us for a variety of reasons including retirement, estate, tax, education, and insurance planning,
We've been helping Publix Associates plan for Life After Publix for over 23 years
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In this ebook, you'll learn the critical elements of an estate strategy. Considering these crucial details may help an executor uphold your values, goals, and desires for your estate.