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James Hendries
As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.
Wealth Management System
Here at James Hendries/LPL Financial, we have a unique way of managing your money..
Planning for Business Owners
Learn how we can help you better align your business for success with our business planning resources.
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A Year-End Financial Checklist
Time to Think About Year-End Financial Strategies As we roll into fall and the fourth quarter, now is a good time to pause and reflect on proactive ways to set up your finances for 2024. Economically speaking, we are now in a much different position than last year....
Time to Think About Year-End Financial Strategies
As we roll into fall and the fourth quarter, it’s a good time to pause and reflect on proactive ways to set up your finances for 2024. Economically speaking, we are in a much different position than last year. Economic growth has been strong, and inflation appears to...
Top 10 Questions High-Net Worth Individuals Ask About Social Security
Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental income, and other valuable benefits that can play a role in your overall financial strategy after you retire. We’ve pulled together answers to 10...
5 Tips for Saving and Investing as a Small-Business Owner
As a business owner, putting all your profits back into the business may be tempting, especially during the lean years. However, when it comes to saving and investing as a business owner, there are other paths you could consider for the long run without so much emphasis on the short term.
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