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Financial Advisory Services

The Norton Agency is excited to announce our newly formed partnership with The Henssler Financial Group, one of the largest independent wealth management firms in Atlanta, to provide wealth management solutions for our clients. In our work, we see many families and businesses take great precaution to preserve their assets. Our partnership with Henssler allows us to assist clients in not only protecting, but managing and growing their wealth by offering our clients sophisticated financial services. This alliance combines our expertise in protecting client businesses, homes and belongings with The Henssler Financial Group’s conservative approach to wealth management and investment decisions.

The Henssler Financial Group has been delivering comprehensive financial solutions to its individual, corporate and institutional clients for more than 20 years. Founded in 1987 by Gene W. Henssler, Ph.D., The Henssler Financial Group provides solutions that incorporate all aspects of wealth, including wealth management, financial planning, tax preparation and consulting, small business retirement planning and estate planning.  As a fee-only practice, The Henssler Financial Group integrates financial planning and asset management with strict investment criteria. Their Ten Year Rule investment philosophy should allow clients adequate income for 10 years, without having to liquidate assets in a down market.

The Henssler Financial Group’s knowledgeable staff consists of professionals with years of industry experience and significant advanced designations. Their staff includes individuals who hold doctorate degrees in Finance and Economics, professionals who hold the Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certificates, Certified Public Accountants and Enrolled Agents. The firm also has an alliance with an estate planning attorney. Dr. Gene and his Associates also host Atlanta’s longest running, most respected money show on radio, "Money Talks,” which airs Sundays at 10 a.m. on Atlanta’s Intelligent Talks 920 AM WGKA.

Our new alliance will allow our clients access to The Henssler Financial Group’s robust lineup of investment and financial services. For more information on these services, or to learn about The Henssler Financial Group’s fundamental investment philosophy and conservative approach to investing, visit their Web site:

• Available Services
• General Investment Philosophy
• Equity Investment Selection Process
• Fixed Investment Selection Process
• Approach to Additional Financial Topics

 


 

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