Our Process

Investment Planning
Retirement Planning
Education Planning
Insurance Analysis
Estate Planning
Business Planning

 

Planning for your financial future may seem complicated in today's world. A broad knowledge of everything, from complex investment products to elaborate tax laws, is required.

We can help. With our experience, knowledge and resources, we can help you navigate changing tax laws, volatile financial markets, inflation and evolving personal or business circumstances. We're here to help you find solutions and achieve your financial goals.

Throughout the financial planning process, we never lose sight of one essential element - personal service. We provide the best of both worlds: the resources of a large company and the personal attention you need to establish a plan for your financial future. When you partner with us, you work with a team of professionals in investment and retirement planning, education funding, insurance,  estate planning and business owner planning.

You can be confident that I will be able to provide access to a wide range of Lincoln Financial products to help toward meeting your personal financial goals. As my client, you may select from an extensive array of products offered by many of the foremost investment management organizations in the United States. I would be pleased to help you take full advantage of these investment products.


 

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What Can I Expect?

I will begin by assessing your needs:

  • Assessing your current financial situation
  • Helping identify your financial needs
  • Determining your risk tolerance
  • Establishing your investment time horizon
  • Helping you formulate a long-term investment strategy

Next, I will research a variety of investment choices and match them to your specific needs. This includes:

  • Explaining the risks and rewards of each type of investment
  • Explaining how each type of investment works
  • Helping you build an asset allocation strategy

Once we’ve worked together to choose the investments that are appropriate for you, you can expect an ongoing relationship with me. This means:

  • Reviewing your personal and financial situation on a regular basis
  • Reviewing your portfolio and helping you make adjustments when necessary
  • Guiding you through the ups and downs of investing

Our Location

David R. Henze

101 Plaza East Boulevard, Suite 116
Evansville, IN 47715
ph: 812.473.7200
David.Henze@LFG.com

Latest News

Financial and Economic Brief - January 1, 2022

• How the Money Supply is Looking as we Turn Over the Calendar – The threat of ongoing inflation may be a result of the US Government and supply chain shortages.

• Shifts in the Paper and Pulp Industry Target 2022 as a Banner Year – The printing industry has been virtually decimated by technology in the form of email & downloadable brochures.

• 5 Steps You Need to Take If Planning to Retire in 2022 – Once you make the decision to retire there are several very important steps that potential retirees should consider.

Financial and Economic Brief - December 1, 2021

• Projected Growth for the US Economy in 2022 – Many economic pundits provide annual projections for the coming year.

• Are the Oil Companies Making Huge Profits While Americans Feel the Pain at the Pump? – Ask friends, family and neighbors about how much it is costing them to fill-up that SUV at the petrol station.

• The New IRA Contribution Rates Are Out for 2022; You’ll Be Happy to Know There Are Many Increases – The IRS has recently released the new IRA contribution rates and limits.

Financial and Economic Brief - November 1, 2021

• Current Status of Electric Vehicles in the US – In spite of the hype that seems to permeate around electric vehicles in the US, the current numbers are less stellar than one might think.

• The Rising Costs of Everything – What We Need and What We Love – Economists are raising an alarming inflation scenario that America has rarely seen before.

• The Economic Outlook for the Chinese Economy – After decades of double digit growth in GDP, the Chinese economy is beginning to show signs of slower growth.

Financial and Economic Brief - October 1, 2021

• Is the Rising Price of Oil a Reflection of Higher Demand? – Even with some pundits pushing the “Green New Deal”, consumers are still loving gas powered vehicles.

• The Revolution of Fast Food Restaurants using Robotics and AI is Upon Us! – The dilemma the fast food industry faces is the inability to hire enough for food prep. & clean-up even with a min. wage of $15/hr.

• The Fed May Now be Poised to Raise Interest Rates – We should think twice when trying to guess what the Fed will do with interest rates in 2022 & 2023.

Financial and Economic Brief - September 1, 2021

• A $3.5 Trillion Budget Spending Bill - PASSED the House – The House has narrowly passed a huge budget while also cementing in a date to pass a $1.5 trillion infrastructure bill.

• What is the Future of the Pharmaceutical Industry? – The worldwide value of the pharmaceutical is approximately $1.2 Trillion.

• 2021 Year-end Tax Strategy – Get a jump on filing your income taxes as early as possible this year since there have been many tax changes resulting from new tax legislation.

Financial and Economic Brief - August 1, 2021

• 2021 Q3 – The latest Economic Forecast? – Some economists and other pundits are forecasting a robust Q3 and Q4 for 2021.

• “For the 99.5% Act” strategically introduced by Senator Bernie Sanders – Recent legislation proposed by Senator Bernie Sanders will severely impede the estate planning efforts of many Americans.

• The E-Vehicle Revolution – When the Internet started, many didn't believe it would have unprecedented influence that took place over such a short period of time.

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