Beau Henderson, CEO
Retirement Income Certified Professional®
Behavioral Financial Advisor
Certified Financial Fiduciary®
Beau Henderson, Retirement Income Certified Professional®, Behavioral Financial Advisor, Certified Financial Fiduciary®, is a retirement planning specialist and the founder and visionary of RichLife Advisors, a people-first advisory firm that believes a RichLife means more than simply being financially wealthy. With nearly a quarter century of experience, Beau’s mission is to assist individuals in living their unique definition of a RichLife in retirement.
Innovative Approach
Through his innovative RichLife Retirement Success System™, Beau and his team address the following six components of a successful retirement:
- Behavior Planning: Aligning financial behavior with long-term goals.
- Income Planning: Ensuring reliable income to cover expenses for life, including Social Security claiming strategies and spousal planning.
- Investment Planning: Creating a strategic allocation tailored to help meet individual goals and risk tolerance.
- Tax Planning: Implementing tax-efficient strategies to help manage and optimize wealth transfer.
- Healthcare Planning: Anticipating and planning for healthcare and long-term care costs.
- Legacy Planning: Working to protect and transfer assets to beneficiaries in a tax-efficient manner.
Educational Background
Beau has a profound passion for financial education and professional development. He holds a degree in psychology from the University of Georgia and numerous professional designations, including:
- Retirement Income Certified Professional (RICP®)
- Behavioral Financial Advisor (BFA)
- Certified Financial Fiduciary®
- National Social Security Advisor Certificate Holder (NSSA®)
- Certification for Long-Term Care (CLTC®)
- Certified Professional Retirement Coach (CPRC)
- DISC & EQ Certified
He is also an active member of Ed Slott’s Elite IRA Advisor Group, dedicated to mastering the latest retirement tax laws.
Personal Motivation & Philosophy
Beau’s passion for helping others organize their finances comes from a deeply personal experience—the loss of his father to lung cancer at 49. Helping his mother navigate financial decisions revealed his ability to impact others’ lives through financial guidance. His interest in psychology and financial matters led him to a career he loves. Over 20 years later, he continues to help others create their definition of a RichLife in retirement.
Financial Education & Thought Leadership
Beau is an avid advocate for financial education dedicated to raising the standards of the financial services industry as a whole. As the founder of RichLife Advisors, Beau has helped transform the lives of more than 4,000 households over the past two decades through educational classes, books, and personalized retirement planning. In addition to his weekly program, The RichLife Retirement Show, his insights have been featured in The Huffington Post, The Wall Street Journal, Reuters, CNBC, and MarketWatch. Beau is also a USA Today and Wall Street Journal best-selling author, contributing to Forbes and other notable publications.
Personal Interests
Outside of work, Beau is a travel enthusiast, local business advocate, and studio owner of North Georgia Business Radio X. He enjoys spending time with his family, including his daughter, Gwendolyn, his dog, Archie, and exploring the mountains of Murphy, NC.
For more information on living your unique definition of a RichLife, visit RichLife Advisors.
Fun Facts:
- Prior to his career as a financial advisor, Beau worked in law enforcement, mental health and banking.
- He played defensive end for UGA’s football team.
- His favorite vacation spot is the Outer Banks of North Carolina.
- Beau was named 2020 National Social Security Advisor of the Year.
Investment advisory services offered through Fiduciary Capital, Inc., a state registered investment adviser. Beau Henderson is not associated with or endorsed by the Social Security Administration or any other government agency. Asset allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. RichLife Advisors does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.
Working with an advisor that is part of Ed Slott’s Elite Advisor GroupSM cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a member will produce better results than working with an advisor not affiliated with the program. Advisors that participate in this program pay a fee to belong to the program. Ed Slott and the Ed Slott’s Elite IRA Advisor GroupSM are not affiliated with RichLife Advisors.