Henthorn Agency Home Page
Insurance Financial Advisors

Financial Services

Financial Services Information


What is the Financial Advisors Division of the Henthorn Agency?

Our Financial Advisors Division is a personal tax and financial planning firm that works with its clients on a flat fee basis and is registered with the  Indiana Secretary of State as a corporate Registered Investment Advisor. Our Indiana registration number is CRD121607. Our services consist of independent practitioners working together as needed on a contract basis with their clients.

A Registered Investment Advisor is a fiduciary who has a duty of undivided loyalty to the Investment Advisory Clients and must be registered with the Security Exchange Commission or Secretary of State as an Investment Advisor.

Not all Registered Investment Advisors are Certified Financial Planners®. A CFP® is a certificate holder who has demonstrated competency before a board of standards in five areas vital to comprehensive financial planning including, insurance, taxes, retirement, investments and estate planning. The emphasis of the CFP® professional education is on the interrelatedness of the financial areas and the need for OBJECTIVE analysis of your circumstances and goals. A CFP® professional must meet rigorous education, work experience and business ethical standards to maintain the use of the CFP® marks.

Who We Serve Our Process Why We Are Different Advisors Credentials Turn-Key Retainer