W. Marcus Henn, CFP

"It's Your Future, Plan it!"

Welcome to the W. Marcus Henn, CFP®  Web site. My company believes that good financial decisions don't have to be confusing. I can provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals.


 

This site will not only introduce you to my company philosophy and services, but it will also offer a wealth of educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently.


 

If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can e-mail me at WMarcusHenn@thesfa.net or call 254-773-3580. 


 

 


 
Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

More Calculators →

Newsletters

Municipal Haste

Municipal bonds offer an opportunity to earn an income that may be free of federal income tax.

Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

Higher Education Pays, But So Will You

It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

More Newsletters →