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JIM HENDERSON
6315 SEABROOK RD
SUITE 100
SEABROOK,
MD
20706
SAVANT@FINANCIER.COM
Phone: 301-459-3764
Fax: 301-560-5492
HOURS:
8am to 5pm
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Services
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Debt Management
Savant Financial & Tax Services assists individuals who are faced with financial hardships arising from extenuating circumstances including job layoffs, lack of money management, and/or overuse of credit. Among the services offered are:
- Budget Management
- Debt Consultation
- Short-Term Debt Management or Temporary Debt Reduction
- Debt Mediation and Settlement
- Housing and Rental Counseling
Tax Planning
Savant Financial & Tax Services offers a comprehensive tax-planning program for individuals, small businesses, and nonprofit organizations. Services include back-year tax preparation, W-4 planning, electronic filing, and business plan projections.
Financial Planning
Savant Financial & Tax Services approaches financial planning from a holistic perspective. A well-designed plan offers a fully integrated approach, coordinating variables such as wills, trusts, retirement plans, insurance, and investments.
Health Insurance
Savant Financial & Tax Services portfolio includes permanent individual health plans and temporary health plans for "in-between jobs", individuals, and recent college graduates. For self-employed individuals, a Health Savings Account is available that provides tax deductions for all amounts invested for medical expenses.
Disability Income Insurance
Recognizing that workers are more likely to become disabled and that there is a need to protect income, Savant Financial & Tax Services offers a comprehensive long-term-disability product.
Long-Term Care Insurance
As Americans live longer and the cost of nursing home care increases, there is a need for an insurance plan to pay for skilled care both inside and outside nursing homes. Savant Financial & Tax Services offers a variety of plans to pay that cost.
Retirement Rollover
Savant Financial & Tax Services believes you should never leave your money where you are not. Once you have been terminated or retired, you should rollover those retirement plans into an IRA over which you have control. Savant Tax & Business Services offers a variety of products for your rollover.
TSP 401-K, 403-B, and 457 Plan Consulting
Savant Financial & Tax Services assists workers in determining their portfolio mix in their companies' retirement plans. Savant Financial & Tax Services also establishes such plans for companies and offers exchange plans for companies that are not satisfied with the administration of the plans presently in place.
Life Insurance Planning
Savant Financial & Tax Services assists individuals and business in determining their insurance needs. As a broker for several companies, we are able to select the right product for your needs. We help you to determine whether you should buy term, cash value, or investment policies.
Mutual Funds & Annuities
As a Registered Representative and Registered Investment Advisor, J. E. Henderson Financial is able to provide a wide array of investment products including mutual funds, fixed annuities, or variable annuities and other securities through Money Concepts Capital, A FINRA/SIPC member.
Estate Planning
Savant Financial & Tax Services coordinates with clients' legal advisors to perform hypothetical probate analyses, estate tax funding planning, and charitable giving strategies.
Church Financial Ministries
Savant Financial & Tax Services assists churches, temples, and synagogues in retirement planning strategies, building and improvement projects, gifting strategies, credit union development, and financial planning ministries.
Seminars
Savant Financial & Tax Services offers seminars in various formats for presentations to small and large audiences. Venues may include churches, investment clubs, libraries, restaurants, schools, community organizations, or in-home gatherings.
Savant Financial & Tax Services' other value-added services include tax preparation and planning for individuals and small businesses. Analyzing financial statements and writing business plans are also important services requested. Moreover, as a Certified Divorce Financial Analyst, we work with families and/or their attorneys to ensure equitable treatment at settlement. Additionally, we offer real estate and mortgage services, including biweekly equity acceleration programs and reverse mortgages.
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