2600 Maitland Center Parkway,
The Pros and Cons
“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.
Retired Director of Retail Merchandising and retired Store Manager, Miami Division of Publix Super Markets, Inc.
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.
Retired Assistant Store Manager – Miami Division of Publix Super Markets, Inc and retired Teacher/Guidance Counselor – Sumter County
“Michael, you are such a great financial planner. You always answer all our questions with an open heart and honesty”
Mike and Alexis S.
Retired Assistant Store Manager – Jacksonville Division of Publix Super Markets
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. He always keeps us informed, making sure we don’t have any questions, and is always just an email or phone call away. We are very fortunate to have him as our financial advisor.
Thank you, Mike!!!”
Jeri and Dexter B.
Retired DSD and Stock Clerk – Lakeland Division of Publix Super Markets
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
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
Retired Truck Driver – Miami Division of Publix Super Markets, Inc.
When I retired, the ESOP and Profit Sharing were still separate programs. And after beginning the distribution process with no experience or professional guidance at the time, I soon realized how confusing it can be.
Because of this experience, shortly after taking my own distribution I began helping other Publix Associates plan for their Life After Publix. 23+ years later, I'm still passionate about helping people like you avoid the mistakes I made, and still see people making today.
Characteristics that define a financial advisor.
As a Publix Associate, I know choosing a financial advisor can be very confusing and there's no shortage of firms throughout the South actively seeking your business. I believe at least part of that confusion is because many in my industry have adopted the title "financial advisor". A Financial Advisor is registered to offer advisory services through a Registered Investment Advisor (RIA) which is registered with the SEC.
According to Investopedia.com
"a true financial advisor should be a well-educated, credentialed, experienced, financial professional who works on behalf of his clients, as opposed to serving the interests of a financial institution". "Generally, a financial advisor is an independent practitioner who operates in a fiduciary capacity in which a client’s interests come before their own".
With that in mind, I am:
Doesn't it make sense to have someone with this type of knowledge and experience working for you!
4 ways to find out more:
So, what does Life after Publix look like for you? It all begins with a phone call.
In Central Florida at (407) 663-5020From South Florida at (561) 237-5007
*Important: the information contained in this section is provided for educational purposes only and should not be considered personal advice.
While the information is believed to be accurate, it remains the sole responsibility of Publix Associates to contact the Retirement Department of Publix to obtain confirmation of it's accuracy prior to separating from service and taking distribution of their retirement accounts. It is also the sole responsibility of Publix Associates to contact their tax and legal advisors to confirm the accuracy of any tax or legal issues mentioned that may be applicable to their particular situation. The information in this section may not be transferable to other corporate retirement plans and should be verified before it is applied to your individual situation.
RetireFromPublix.com, LifeAfterPublix.com, LPL Financial and Crossover Point Advisors are not endorsed by or owned by Publix Super Markets Inc.