MEET YOUR ADVISORS
We’ll be with you every step of the way, no matter where you are on your retirement journey.
Larry Henderson CEO
Larry is all about building personal relationships so he can help his clients build their wealth. The founder of Allied Wealth Financial Group has built a reputation for educating those he serves and helping them achieve their personal and financial goals.
With a background of starting over 20 businesses, Larry brings a wealth of entrepreneurial experience to his role as Investment Advisory Representative and leader of the firm. He was inspired to enter the financial industry after selling a successful business in the late 1990s and realizing the need for advisors who could help with both taxes and retirement planning. Larry continues to advise about the risks excessive taxes can pose to retirements and works to help clients develop tax-wise strategies.
Larry possesses health, life, long-term care and annuity insurance licenses, and is registered with his Series 65.
Larry is a lifelong resident of the Pueblo and Colorado Springs area. He and his wife, Cindy, love traveling, camping, riding ATVs and watching sporting events with their daughter, Jill, son-in-law and three beautiful grandchildren. They also are blessed with too many pets to count, including dogs, cats, rabbits, fish and other wildlife.
JOEL GEORGE Financial Advisor, Gradient Advisors, LLC
Joel is on a mission to help people make the most of their lives. Since joining Allied Wealth in 2021, Joel has quickly become a go-to advisor on Social Security. Joel possesses life and health licenses, and he is registered with his Series 65.
Joel’s passion for finance sparked from an early age, leading him to earn a degree in business finance from the University of Colorado at Colorado Springs in 2019. He also learned perhaps his most important lesson while growing up in Simla, Colorado, a small town where “everyone knows everyone.” That lesson? “It’s always important to hold myself to the highest standard,” Joel says.
Now a resident of Colorado Springs, Joel enjoys going to the lake with friends and family, golfing, meeting for lunch with his three siblings and family on Sundays after church, and spending time with his nieces and nephews.
our services
For your convenience, we offer personal consultations both in-office
and via remote video conference.
Portfolio Analysis Review
The Portfolio Analysis Review (PAR) process is a method of bringing your investments in line with your risk tolerance and ever-evolving goals. Just as an annual appointment with your doctor promotes physical health, reviewing your assets every year promotes financial health by helping to ensure your long-term investment goals remain in clear focus.
This is where we come in. The three-step process takes an inventory of your portfolio with a comprehensive, 360-degree approach.
The PAR process can provide answers to the following questions regarding your investments:
- How many brokerage accounts do you have with each custodian?
- How many positions do you own in each account?
- How much income do you receive from investments?
- How is your portfolio's risk balanced with potential rewards?
- If you know the fees and expenses for your brokerage accounts, how could they affect your portfolio's long-term returns?
The PAR process creates a detailed account of your investments while organizing your portfolio, which may make it easier to comprehend. Together, we'll develop a plan for them to work in concert to help achieve your goals.
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today.