Plan Performance Direct

Total One

As a valued Henry+Horne Wealth Management client, we strive to serve your financial needs. We recognize the value of integrated, independent and objective advice. Servicing all your financial needs separately can result in an array of expensive relationships and a confusing collection of accounts. Our industry trend setting solution:

Total One: your Total financial needs covered by One team of advisors working for you.

What is Total One?

Total One is a first of its kind service that bundles the tax preparation services of Henry+Horne and investment management services of Henry+Horne Wealth Management under one fee.

Tax Preparation

Total One will take the stress out of tax season. Your annual tax return is covered under the Total One fee. You’ll enjoy the added bonus of needing to gather fewer documents come tax time. Your Henry+Horne Wealth Management adviser will collect your tax documents and submit them for you.

Our CPAs stay up to date on all things tax related. We‘ll keep you informed of changes so you can nimbly navigate the financial waters to get the most out of your money.

Your Henry+Horne tax team draws on a wealth of experience. You’ll have access to accredited CPAs and specialists dedicated to providing excellent service and accurate tax documents.

Check out these blogs for more insight on tax preparation:

Oh no! Life changes and taxes

Tax season prep tips you should know about

What you need to give your CPA to prepare your tax return

Want to learn even more about Henry+Horne’s tax preparation services? Click here

Retirement Planning

Total One fees include a Social Security analysis, cash flow and savings critique, and review and analysis of required minimum distributions to give you a clear picture of where you stand with respect to retirement.

Want to learn more about about retirement planning? Click here

Insurance and Risk Analysis

Total One can also address your insurance needs. We’ll review your existing life, disability, long-term care, health, property and liability insurance policies to confirm you have adequate coverage—or help you find the right coverage for your unique family or business.

Want to learn more about about insurance and risk analysis? Click here

Investment Management and Planning

Total One provides risk tolerance assessments and tax efficient portfolio management. We’ll suggest strategies to supplement retirement saving and investment solutions that are in the best interest of your financial goals.

Want to learn more about about investment management and planning? Click here

Are you ready to start bundling your tax and investment services?

Because Total One is tailored to you, it works a bit differently for everybody. Contact you Henry+Horne Wealth Management Adviser or Henry+Horne CPA to get started.

We like real conversations.

Are you ready to chat? One of our advisers would love to answer any questions you have and figure our how Total One can work for you.

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Or Call us at 480-483-3489