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Henley Advisors, LLC & Henley Financial Group, LLC

5300 S. Florida Avenue, Suite 4
Lakeland, FL 33813

Phone:

863-797-4996

Fax:

863-226-6197

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Bill Henley Jr, MBA,CFP®,CLU®

Welcome to Henley Advisors, LLC and the Henley Financial Group, LLC, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Explains benefits of employee-stock ownership plans for succession planning.

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Explains special costs and financial implications of condo ownership.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

How much will it cost to pay off a loan over its lifetime?

How much Disability Income Insurance do you need?

How much do you need to save each year to meet your long-term financial goals?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck