Henehan Horizon Process ™

Using a simplified yet powerful financial framework, the Henehan Horizon Process confers three core advantages to clients:

Ability to structure a client’s diverse needs under one overarching approach built with insight for action.
Offer a process for exploring goals and needs at each life stage with the flexibility to adjust as events change.
Measure client financial data and prepare a course of action-for-results.

The Henehan Horizon Model also empowers our team of financial pros to organize, strategize, coordinate, integrate, test and, ultimately, better manage the impact of external forces affecting your wealth profile:

Economic inflation
Tax regulations
Market volatility
Consequential life events
Litigation risks
Insurance protection gaps

In close collaboration with each client, we work to resolve the negative potential of these forces, while setting in motion a discovery effort to uncover hidden opportunities and possibilities for asset protection and growth. Consider all you can do with the benefits of Henehan guidance:

Access to a clear and consolidated view of your total financial profile 24/7
Analyze and measure the suitability of various financial products with your individual goals
Make financial decisions in a strategic, timely, and sequential (life path) manner
Protect, save and grow wealth without added cost
Impede erosion of wealth from external forces
Enjoy greater financial control over your life’s journey—now and beyond

Not all these objectives are possible in every client circumstance. Individual results may vary and are dependent upon a variety of economic and personal factors.

Your Macro Manager

You make multiple financial decisions across many touchpoints nearly every day.

How do you balance differing goals, interpretations or strategies?

From your family, business partner, and attorney to your tax person, insurance agent or banker, you need a central hub, a point where all decisions or actions affecting you and your employees, or you and your family, are carefully coordinated and managed by one unifying entity. Think of this role as your macro manager. Your stage director. Your lead advisor.

Discover

Together, we gather and analyze all your financial data and lay the groundwork to build a financial platform on the strength of what’s logical, doable and desirable.

Identify

The more data you choose to provide, the more relevant and accurate our analysis and planning.

Visualize

With your Henehan Horizon profile—at your fingertips and in one place—you envision and understand how income, assets, liabilities and insurance must work in concert to support your financial well-being.

Implement

Now, we can make informed decisions on which actions to take to improve and strengthen your financial position with the confidence instilled by the complete data view coalesced by our Horizon Process™.

Achieve

Your Henehan advisor drives forward to plan and create positive financial opportunities and results; we take desired actions, prudently manage assets, and continually review and update your portfolio.