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Tax-Efficient Retirement Planning For Individuals Over Age 50

(Without all of the high-pressure, high-fees and high-stress you are used to!)

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Why work with Dave Henderson?



What does it mean to be a fiduciary? Simply put, I am legally required to act in your best interest with honesty and in good faith at all times.  If you're thinking that sounds like a reasonable expectation for someone you entrust with your life savings, I would agree.


As a fiduciary, I will always act in your best interest as your trusted investment manager. I pride myself on having a straight forward and transparent fee structure for my clients. Unlike many other investment professionals, I do not receive any commissions or bonuses based on the investment products inside the managed portfolios. Therefore, I will always create an unbiased investment solution that best suits you.


For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first. That's why partnering with a CFP® professional gives consumers confidence today and a more secure tomorrow.

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