A Veteran owned 401k consulting and Wealth Management Firm
Plan your company’s 401k like a Marine prepares for a mission
We should talk if you say yes to these 3 simple questions: Your company already has a 401k plan? Regardless if your 401k plan has an advisor, you aren’t quite sure if you are on track to retire? You want help putting together a plan that can possibly allow you to no longer have to work and strive for 90% of your current income for life?
Retirement plan consulting
Help minizmize risk
Retire prepared
Is your company’s 401k plan battle-ready, or is it just on autopilot?
Do your employees have a plan for the unknown?
Is your administrative staff overstretched with limited resources?
Are your retirement fees fair and reasonable?
Are your investments prudent and reviewed on a quarterly basis?
Are your losing a competitive advantage with an ill-equipped 401k offering?
Is there a way to become the employer everyone wants to work for?
Most companies offer some form of a retirement plan, however many Americans find they still don’t have enough to retire.[1] Is your 401k plan working? Will you still be able to retire? If you can answer these questions, we are here to help. Instead, they sit in the backseat with no one driving the plan to where it ought to go.
We’re here to change that.
Henderson Wealth Management specializes in helping companies try and turn their outdated 401k plans from a liability to an asset. Our goals is to help provide your team and employees better outcomes so they can retire with confidence and dignity.
Think a 401k plan isn’t crucial?
See the need by the numbers
A 401k plan is a Top 5 benefit employees value more than pay raises.[2]
%
That's the number of employees who would leave for a company offering a 401k plan.[1]
%
The number of retirees that feel they saved enough and don't have to work in retirement. [3]
[1] Martin, Emmie. “Here’s how many Americans don’t have access to a 410(k) plan.” CNBC, March 12, 2018, https://www.cnbc.com/2018/03/12/how-many-americans-dont-have-access-to-a-401k.html.
[2]Taylor, Tess. “10 Thoughtful Benefits for employees.” The Balance Careers, August 27, 2019, https://www.thebalancecareers.com/top-10-most-wanted-employee-benefits-1177832.
[3]Steiner, Sheyna. “Americans plan to work through retirement.” Bankrate, October 6, 2009, https://www.bankrate.com/retirement/americans-plan-to-work-through-retirement/.
We help companies in all industries
Manufacturing
Defense
Food + Beverage
Engineering
Construction
Professional Services
Aerospace
B2B Service Firms
B2C
Maximizing your 401k plan is simple
Step 1: Schedule a meeting.
We review your plan, discuss your goals, and discover if we are the right fit.
Step 2: Get a plan.
Once we understand your goals, we craft a custom plan to help turn your 401k into a major differentiator in your company benefits.
Step 3: Rest easy.
We monitor, assess, and adjust your plan so you can focus on other areas of your business.
Experience the Henderson Difference
Fair and reasonable pricing
We formally benchmark our cost vs our competition to ensure you are getting reasonable pricing for our services.
Team of Experts
Get access to a group of industry leaders ready to help your company.
Veteran Owned
We are committed to our communities, our country, and working with supreme excellence.
Independent Advisor
We don’t sell on commission as fiduciaries. We only recommend what is right for you.
What is your 401k plan missing?
Let us help you discover the missing pieces your plan should have.
A few members of our 401k family:
A little bit about us
Years serving companies in Southern California
Companies got clarity in their 401k plans
Employees have peace of mind in their retirement
Corporate clients trust their retirement with us
Our Team
Our team is our pride. Each of our team members are dedicated to delivering the best experience to our clients.
Brett Henderson
Owner, Senior Retirement Plan Consultant
Matthew Frankis
SVP of Client Experience
Anneka Winton
VP of Client Experience
We’re veteran owned.
Here’s what that means:
Tenacious. Committed. Relentless. Excellence. These words, and so many others, represent the Marine Corps.
Founded by a Marine Officer, Henderson Wealth Management brings that same spirit to your financial life.
Don’t settle for less. Our goal is to help you be the best.