Broker Check

Services

VJH Concierge Financial Planning provides ongoing and fee based advice and comprehensive services to individuals and their families, regardless of their net worth, and offers complimentary first meetings to all new clients.

Vernon Henry has provided comprehensive financial planning services to community members and local businesses since 1989.

Vernon Henry Concierge Financial Planning offers the following services:

  • Objective, personalized advice on goal-setting
  • Cash flow and debt management
  • Asset allocation and investments
  • Fixed Rate investing (including CDs, money market accounts, checking accounts and check writing priviledges)
  • Faith-based planning
  • Tax-free investments
  • Fee-based investments
  • Brokerage accounts
  • 401(K), 403 (b) (7) and other company sponsored plans
  • College planning
  • Risk management
  • Lump-sum distribution advice
  • Retirement planning
  • Divorce planning
  • Tax-efficient wealth transfer
  • Long-term health care
  • Disability and life insurance
  • Life insurance for Key Persons
  • Estate conservation strategies
  • Establish charitable legacies

Call or email us with your questions!
(865) 940-0278
vhenry@c1s.net

Consolidated report statements are currently provided by Albridge. Please contact our office to set up your access.