Non-Profit Organizations and Corporations
Impacting your community is what remains paramount as you navigate the challenges and thrills of running your enterprise.
You have an enormous level of responsibility, and very few people understand just how daunting, and lonely, it all is.
Large budgets, large expenses, big decisions, big implications.
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Managing large amounts of wealth, cash flow, and responsibility carries a level of stress that many may never understand. However, the mission that drives your passion everyday makes you and your organization stand out!
We are here to help. We can help answer the tough market questions, join in on budget and business meetings, manage the withdrawal and cash management strategies of your investment portfolio, and interact with your CPA, bookkeeper and attorney to help convey all the messages professionally on your behalf.​
Managing large endowments, company assets and generating distributions during all market cycles is the essence of how we fund our daily mission. It's essential that we have a trusted advisory team to guide our decisions.
As disciplined as we are, we always feel we could be doing more to provide for the future of our organization and our people.
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Let's start a conversation and see if we can help put the pieces together for you so that you can clearly see your path forward for yourself and your organization.
At Henderson Financial Group,
we'll provide you with a complete picture of yourself and your business or organization. We may need to work as part of a team alongside your CPA, bookkeeper, or accountant, as well as your insurance agent and maybe even your attorney.
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No two financial plans are the same. Do you have a personal financial plan showing how your income, savings levels and benefits from your company, church, organization or employer help you personally? Do your key leaders have access to a financial consultant who can help make both business and personal financial decisions? Has the organization's succession plan kept up with leadership changes over the years? Do you feel like you're in the middle communicating the varying levels of advice from a legal, tax and bookkeeping perspective? We can help.
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Let us take the heavy lifting, attend the meetings with you, and help you gain clarity about where you and your business or organization are headed financially. It's amazing when you partner with someone who "gets it". You'll take a weight off your shoulders and start seeing things more clearly than you ever have before!