HENSLEY

Retirement Planning

Striving for better retirement lifestyles through savvy financial planning.

What we do

At Hensley Retirement Planning we are committed to assisting you as you strive to preserve your and your family’s wealth.

We structure investment portfolios to work toward meeting our clients’ needs using tested and innovative investment strategies. This allows us to anticipate potential distributions that align with our client’s goals.


Planning for retirement is progressive, therefore we consistently reevaluate our clients’ financial plans and make beneficial adjustments along the way. We pride ourselves on the detail of thought that goes into each plan along with staying abreast of moving factors that impact wealth. Our exhaustive research on investments, changing tax laws, and estate planning techniques are a few examples. See Capabilities for a full list of our services.

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Who we serve

HRP serves two segments: Individuals that are serious about retirement and businesses wanting to enhance their retirement and benefit offerings to their employees.



By serving those who are resolved to achieve financial success, we strive for notable results together.     

Individuals

We serve individuals who are seeking expert guidance to maximize their assets by providing a well thought-out plan of action to position them to their desired retirement.

Families

Families wanting to ensure the plans in place for their loved ones are carried out and stay viable.

Corporate Executives

Corporate Executives who have careers with high demands and the need to leverage their time with outside experience to look after their financial endgame.

Clients' Parents

Clients’ Parents who may need help with eldercare topics including dementia or diminished capacity.

Businesses

We serve business owners by evaluating all the benefits available to their unique personal situation including 401(k), profit sharing, cash balance pension plans and deferred compensation. 


We help businesses maximize the value to their employees through offering their employees education on their financial options. This results in understanding, appreciation, and participation.

For nearly 27 years, we have been serving individuals and businesses that needed a financial advisor that

spoke their language. 

Why Us?

At Hensley Retirement Group, we are strive to provide our clients with effective service, educational guidance, and easy processes.

  • Effective

    We specialize in comprehensive plans considering all aspects of our clients’ current situation including needs vs. risk, debt, health insurance, target retirement dates, desired retirement lifestyle, risk assessment, emergency reserves, plan for future projects, family needs, college planning, estate planning, tax strategies, and investment options.


  • Educational

    We arm our clients with useful knowledge of their investments and how the economy and markets effect their future, giving them confidence about their financial decisions and plans. Beyond personal meetings we also provide understandable, interactive, and engaging presentations on a continual basis. 

  • Easy

    We thrive on solving financial puzzles and making the process easy for our clients. We don’t hand out blank documents to figure out, or confusing homework assignments. We are here every step of the way! Our clients’ finances and our team are at their fingertips. We use advanced and intuitive technology that securely gives them a view of ALL their assets at any time.

Give us a call at 704-837-2111 or write to us at: info@hensleyrp.com

11325 Community House Road Suite 635

Charlotte NC  28277

Business Hours

Mon - Fri
-
Sat - Sun
Closed

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck