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Registered Principal, Raymond James Financial Services
5755 North Point Parkway, Suite 1
Alpharetta,
Georgia
30022
Phone: 678-578-2430
Fax: 770-234-5827
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Richard Hendry, CDFA provides comprehensive divorce financial planning services through Raymond James Financial Services to individuals going through the divorce process. We utilize an objective team approach to advise our clients regarding financial issues during the divorce settlement process and in the post-divorce implementation of the client’s settlement. This includes:
• 401(k) spousal transfer to your IRA account
• Investment account re-titling of taxable accounts
• Transfer of company pension benefits to your own account
• Refinance of current mortgage to your single name only
• Set up of new term life insurance designed to protect divorce settlement agreement
• Set up of children’s education accounts
• Post-divorce investment portfolio allocations
• Beneficiary updates & changes for wills, trusts, and investment accounts
• Set up new health & dental care coverage for yourself and children
• Set up new homeowners or renter’s insurance
• Set up new car insurance for self
• Set up disability & long-term care coverage for self
• Retirement planning
We put our client’s interest first, act with integrity and honesty, and strive for excellence in every facet of our practice.
Our Values & Business Philosophy
First, we believe that any financial advice given in regards to a client’s divorce situation must be tailored to each client’s specific needs. We spend considerable time listening to understand our client’s divorce objectives, for it is only when we gain that understanding that we can create a plan designed to achieve their goals.
Second, we believe that the divorce process should be approached using a well thought out plan for achieving one’s goals. A successful divorce financial plan should provide peace of mind as well as financial growth. This is what we strive to help our clients achieve.
Third, we tend to be conservative and encourage our clients to develop reasonable expectations. We understand that the divorce process is sometimes a long and difficult endeavor that requires patience and understanding to walk away with a fair and balanced settlement.
And finally, we understand that our clients have plenty of choices of where to do business, but we believe they choose to do business with us because of the exceptional service that we provide and the value that we add to our relationships. Many of our clients come through referrals from existing clients to their friends, family members, and business associates.
Our clients share in the realization that by having a plan to coordinate the myriad of today’s financial decisions, they can possibly achieve their goals for tomorrow. Our clients usually have no desire to manage their financial affairs on a daily basis, want to simplify their lives, and are willing to enter into a mutually beneficial long-term relationship. They expect excellence and have made a firm commitment to achieving their goals through a trusted financial advisor. We view the client relationship as a lifelong process of building and preserving their financial legacy for the coming generations.
5 Star Service Commitment to our Clients
Our business is people and their financial well-being. Therefore, in the pursuit of our goals, our client’s receive the following services:
- Monthly commentary and updates on the market
- Quarterly and comprehensive annual reviews
- Investment Policy Statement for managing your accounts
- Timely execution of all orders placed for your accounts
- Highest level of service with completion of service within 24 hours
- Defined investment strategy
- Team approach to managing your accounts and other financial needs
Pledge
We, the Associates of Raymond James, commit our energies, intellect and knowledge to attaining the financial objectives of our clients by providing the highest possible level of service and delivering superior investment alternatives. We believe that putting the financial well-being of our clients first ultimately serves the best interests of our shareholders, our communities and ourselves. Remaining responsive to the needs of our clients in a financial environment characterized by constant change is our continuing challenge.
Richard P Hendry, CDFA
Registered Principal
PROFESSIONAL BACKGROUND
- Registered Principal, Raymond James Financial Services (1999 - present)
- Asst. Vice President, AG Edwards (1998 - 1999)
- Financial Consultant, Merrill Lynch (1994 - 1998)
- Captain, Financial Management Officer (Active duty & Reserves), United States Marine Corps (1990 - 2000)
- B.S. in Management, Auburn University
- M.B.A, Webster University
- Certified Divorce Financial Analyst (CDFA); Institute for Divorce Financial Analysts
- Collaborative Law certified as Financial Consultant
- Licensed in the securities industry as Series 7, 63, 65, 24, 51, Life and Health, Variable Life and Variable Annuity
PROFESSIONAL & PERSONAL BACKGROUND
Having gone through a divorce personally, I appreciate the challenges and personal issues that face individuals going through this event in their life. With more than 15 years of experience in the financial services industry, I understand how sound financial planning can help make a difference with individuals going through the divorce process.
Using this combination of real world experience and industry experience, my goal is to help my clients meet their objectives while managing the emotions of the divorce process people face while trying to make sound financial decisions. Mine is a comprehensive approach that endeavors to look at each person’s unique situation before recommending a course of action.
As a graduate of Auburn University, I began my career as a Financial Management Officer in the United States Marine Corps. As a personal financial advisor since 1994, I hold multiple industry licenses and designations specifically geared towards the divorce financial planning client.
As a native of Atlanta, I live in Roswell with my daughter, Amber. I am active in all of Amber’s activities as well as Roswell United Methodist Church.
WE OFFER OUR CLIENTS ONLY THE BEST
AND THAT’S EXACTLY WHAT THEY SHOULD EXPECT
This site is published for residents of the United States only. Raymond James Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Securities and investment advisory services offered through Raymond James Financial Services, Inc. Member NASD/SIPC.
Please email us or visit our website for additional information.
