The Foundation of Hensley Retirement Planning
People have known Hensley Retirement Planning since 1994, but its roots stretch back over 40 years—planted in the mind of a young boy with a passion for finance. Ty Hensley grew up with a father who believed in financial education, ensuring his son understood investments, insurance, and credit from an early age. From annual financial checkups with the family’s stockbroker and insurance agent to lessons on loan amortization and compound interest, Ty was immersed in the financial world long before he stepped onto the professional fairway.
With this foundation, Ty set his sights on helping others navigate the course toward financial independence. He pursued his passion with precision, honing his skills in mathematics and statistics before earning a degree in accounting, equipping himself with expertise to help drive long-term financial success for his future clients.
Navigating Your Financial Course
At Hensley Retirement Planning, we believe achieving financial independence is like playing a strategic round of golf. Every decision - from the tee shot to the final requires careful planning, professional guidance, and adaptability to changing conditions.
1
DISCOVERY: LINING UP THE SHOT
Just as a golfer surveys the course before taking a swing, we invest time in understanding your goals, needs, and financial landscape. This ensures we're the right fit and can develop a strategy tailored to you. Each client is unique, and your plan should reflect this.
2
ANALYSIS: READING THE GREENS
A stong financial plan requires attention to detail. We analyze your assets, risk tolerance, tax situation, and future needs to chart a sound approach for your retirement journey.
3
CUSTOMIZED RETIREMENT PLAN: MASTERING THE GAME
We craft a strategy that covers asset allocation, tax planning, estate strategies, trust accounts, insurance, business succession, cash flow, and investment management designed to keep you on par with your long-term financial goals.
4
IMPLEMENTATION: TAKING THE SHOT
Like selecting the right club for each situation, we chose strategies together based on multiple market scenarios, ensuring confidence in every move.
5
REVIEW & REFINE: ADAPTING TO THE COURSE
Conditions change, both in golf and in life. We review and adjust your plan regularly, considering life events, tax law changes, risk mitigation, and market opportunities to keep your strategy strong.
**Investing involves risk including the potential loss of principal.
Asset allocation does not ensure a profit or protect against a loss.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.**
MEET
Our Team
Ty Hensley
Wealth Advisor
Ty Hensley is a financial advisor holding himself to a fiduciary standard. For over a quarter of a century, he has been serving individuals committed to realizing their retirement goals.
Ty has dedicated his life to guiding others to pursue a more fulfilling life by offering them sage financial advice and building strong financial plans aligned with their needs and goals.
He graduated with a Bachelor of Science in Business Administration and Accounting from Winthrop University in South Carolina. His gift in finance was confirmed when he was named winner of the “BIG”, Business Investment Game, which included faculty and graduate students.
Since joining LPL Financial five years ago, LPL has consistently recognized Ty as a Director level* qualifier, a notable status. While Ty is humbled by the recognition, his true passion is helping his clients strive for their financial goals.
In his free time, Ty enjoys flying small aircrafts, spending time with his family, and time on the lake.
*A recognition as one of LPL Financial's Top Financial Advisors out of the 16,000+ LPL advisors. The LPL Director's Club Achievements are based on annual production among LPL Advisors only.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Patricia Stinnett
Client/Operations Manager
Patricia ensures the smooth and accurate journey of Hensley Retirement Planning clients by diligently handling the details of preparing and processing of all documents, from onboarding new clients to asset transfers and record keeping.
Her 26+ years of experience in Banking and the Financial Services industry, both nationally and internationally, have given her the knowledge to make the backend process feel easy for our clients. She excels at paying careful attention to each element, so the process is performed promptly and precisely.
Patricia recently obtained the Securities Industry Essentials (SIE) certification.
Patricia thrives in assisting clients and scrutinizing their documents to ensure excellence in completion. She also enjoys being active and spending time with her loved ones.
Mark Capecci
Client Service Associate
Mark Capecci’s focus as a client service associate is to reinforce an exceptional client experience at Hensley Retirement Planning. A welcome asset, Mark upholds the standard of excellence through his ability to focus on our client's administrative needs and constantly make improvements.
After graduating from the University of Alabama with a Bachelor of Business Administration, Mark pursued his keen interest in the market by interning at Fidelity Institutional. He later used his skills managing brick-and-mortar assets.
Mark has been with Hensley Retirement Planning since June of 2020. Ty recognized early on Mark’s ability to serve clients’ needs with kindness and warmth. In working closely with Ty, Mark has also gained an understanding of how the financial markets function and of the various trading platforms utilized by Hensley Retirement Planning.
When he isn’t studying the market, you can find Mark on the golf course as a competitive tournament golfer in his hometown, Charlotte, North Carolina.
