By Beau Henderson, RICP®, CLTC®, Certified Financial Fiduciary®
Finances affect just about every aspect of life—therefore, it’s personal! We know it’s a challenge to find a professional you can really trust to help you navigate your financial worries and hopes. Whatever has brought you to consider asking for help, we want you to know that we at RichLife Advisors are your advocates. We use a holistic approach to financial planning, with the goal of improving our clients’ relationship with money while they live their unique definition of a fulfilled, meaningful retirement with purpose. We create strategies you can understand, which provide financial comfort and confidence, and we strive to educate and make an impact as your trusted partner.
But don’t just take my word for it. Recently I asked my clients to share their experience working with me. Here’s what they had to say:
A friend referred Beau Henderson to us. I knew they’d had some financial struggles, and through Beau’s help, they were able to find a path to overcome their challenges, put a plan in place, and chart a new future that included a solid retirement plan. So when it was our turn to seek out guidance for our impending retirement, we knew who to turn to.
Our main goal was to know we had enough saved in our employer-sponsored accounts and to safeguard our wealth to produce income during retirement. During the COVID shutdown, it looked like one of us was going to be forced into retirement sooner than expected. After evaluating everything, Beau provided a plan that offered reassurance during that season. The beauty of the plan was that we were no longer fearful; we were confident that regardless of the economy or forced retirement, we were in the driver’s seat!
We never hesitate to recommend Beau. We always tell others that retirement age comes sooner than you think, so you must find someone you trust to guide you on saving, investing, budget planning, and spending. Our advisor is that person we trust. The most important benefit of working with our advisor is a plan to navigate retirement and Social Security to maximize payments while minimizing tax liability. Our biggest regret was not seeking out Beau’s help earlier than just five years before retirement.
— Lisa & Ron
Financial Confidence With a Trusted Partner
When I reached the age of 50, I realized I just might make it to retirement. Having grown up in the ’70s, I had taken the “spend it now because the world could end tomorrow” view. I also did not have jobs in my early career that offered a 401(k) or other retirement planning options. My last two jobs before retirement were good jobs with a good income, and I had the opportunity to put money away for retirement. But I knew I needed advice on how to do it wisely.
I attended one of Beau Henderson's Social Security seminars and appreciated his openness and vast knowledge of retirement planning. When we met one-on-one, he was very interested in my plans for retirement and I felt he genuinely wanted the best for me. Partnering with Beau helped me overcome my fear of outliving my money or losing it in the stock market.
Anytime I feel someone could use Beau’s assistance, I share his information and his book, along with my personal experience of his work ethic, genuine care, and how he’s helped me. By far the best part of working with Beau has been the comfort and confidence of having someone in my corner that truly cares about my future.
Individualized Attention and Education
After leaving my teaching job to take care of my parents in 2012, I needed to be sure that l could retire and still have enough money to sustain me. I heard about RichLife Advisors on the radio and reached out.
My biggest hurdle was retiring a few months before Social Security would begin, but Beau Henderson walked me through the steps to show me l had plenty of money to retire comfortably. He found money I didn’t realize l had, my investments have increased, and l live comfortably—all thanks to his advice and investments.
I often recommend Beau Henderson and RichLife Advisors to friends and acquaintances. Their retirement and investment knowledge and experience put you at ease. Beau explained every step of my investments and allayed my fears and concerns. I appreciate knowing he’s just a phone call away if I need help or advice.
Specialized Guidance and Strategies
Prompted by a Facebook post, we attended a presentation Beau Henderson gave at Buford Community Center on retirement strategies. The presentation was so phenomenal, we pursued a financial partnership. Beau speaks in a language we can understand, offers a variety of plans, and really does work with the client to set achievable goals. Additionally, we were excited about the community he has created through several gatherings each year where people can meet and get to know each other—which is very appealing.
Beau has provided the opportunity to feel good about having a strategy that will take us forward into the next and final season. If situations change, as life does, he is very solution-oriented and always makes us feel valued and at ease. We have recommended Beau to many of our friends and acquaintances for their retirement planning. His knowledge, client service, and demeanor are so attractive that we want everyone to feel as confident as we do about our retirement advisor! Whenever we need Beau’s direction, he is available; we appreciate his expertise and guidance more than words can say.
— Lori & Mike
Take the Next Step
We all know how powerful word of mouth can be, so we thrive on client testimonials! If you’d like to share your experience with RichLife Advisors—so more people who need our help can find us—please leave us a review on Google or Facebook. We’d greatly appreciate it!
I hope these reviews give you a more personal look at what it’s like to work with us. If you’re ready to learn more and see if we’re a good fit for your financial needs, schedule an introductory discovery consultation by calling (770) 249-7424 or emailing Info@RichLifeAdvisors.com.
These testimonials are provided by current clients of our firm. We did not provide cash or non-cash compensation in exchange for the testimonials. Our firm helped prepare the content of these testimonials based on interviews with the clients.
Beau Henderson is founder and visionary of RichLife Advisors, a locally owned and operated firm of retirement planning experts that focus on helping those approaching retirement create a comprehensive strategy to “live their definition of a RichLife.” Beau uses a holistic approach to financial planning, with the goal of improving his clients’ relationship with money while they live their unique definition of a fulfilled, meaningful retirement with purpose. He creates strategies his clients can understand, which provide financial comfort and confidence. Ongoing education and training is a top priority, and Beau strives to educate clients and make an impact as their trusted partner.Beau has a psychology degree from the University of Georgia as well as the designations of Retirement Income Certified Professional (RICP®), Certification for Long-Term Care (CLTC®), National Social Security Advisor Certificate Holder, Certified Financial Fiduciary® , Certified Professional Retirement Coach (CPRC), Certified Bucket Plan Advisor, Master Certified Success Coach, and Certified Master Behavioral Analyst. He is also an active member of Ed Slott’s Elite IRA Advisor Group℠ (an organization dedicated to the ongoing education and mastery of the latest retirement tax laws) and a best-selling author. In his free time, Beau enjoys podcasting, traveling, boating, fishing, and spending time with his daughter, Gwendolyn. To learn more about Beau, connect with him on LinkedIn.