Tom Henske, Cfp work email
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Tom Henske, Cfp personal email
For years I was in the wealth management business overseeing the financial planning for high net worth individuals. Over that time I proceeded to obtain seven professional designations (CFP, ChFC, CLU, CTS, CFS, CLTC, CES), which more than qualified me to guide these ultra‑wealthy families with which I worked on all matters pertaining to their financial affairs. I had a thriving practice which grew from 30 employees in 2003 all the way to 350 in 2020. Quite an accomplishment, of which I was extremely proud.I was then introduced to an estate planning practice that had become the trustee of 250 life insurance trusts with more than 350 life insurance policies owned by those trusts. And, as trustees, they had never audited any of those policies. Thus, a potentially disastrous situation was in place as the failure of any of those policies would lead to innumerable lawsuits. It would be easy for beneficiaries to litigate, as the trustees were sure to be found negligent of their duty to monitor the assets within those trusts.That's the day I changed my focus to being a life insurance specialist. I found great excitement in auditing the policies and helping other advisors identify problems and pinpoint remedies. It was my own way of playing doctor. Insurance doctor, that is.And as I displayed my competence, the law and accounting communities flocked to my office to help their clients solve the problem that neglectful monitoring had caused on their policies.Fast forward to today. I currently work with these estate planning attorneys and accountants, as well as with financial advisors and family offices (since I no longer have "asset manager" and "financial planner" on my list of services, thereby removing any conflict‑of‑interest or client‑poaching concerns).The world of life insurance is unbelievably complex and I have found great joy in the niche I have carved as the go‑to resource for The Affluent Advisor on any life insurance questions and concerns.It feels amazing to be a specialist in one discipline, in contrast to being a generalist in five areas. The ultimate beneficiaries of that specialization are the excellent advisors who use me as a resource for the betterment of the families they serve.I understand the desire to serve those families. I was in that space for 27 years. In being an outstanding life insurance resource for those advisors helps them grow their clients' confidence and inspires them to continue bringing me to the table on this part of their planning.
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FounderTotal CentsNew York, Ny, Us
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AdvisorThe Affluent Insurance Advisor Jan 2021 - PresentI am a CFP who specializes in the review and construction of life insurance portfolios for affluent individuals. I work alongside a client's financial team to audit their existing life insurance policies and help them identify problems and pinpoint remedies.I typically partner with financial advisors, estate planning attorneys, accountants and family offices to help them better serve their clients on the life insurance aspect of their planning. -
FounderTotal Cents May 2022 - PresentWestport, Connecticut, UsTotal Cents helps parents teach their kids about money. While the seven financial professional designations after his name demonstrate his qualifications, it is his 11 years of coaching high school varsity soccer and the parenting of his two teenage children that have made him a real expert. A 2x All-American and 3x NCAA Division I Soccer Champion at the University of Virginia, Tom has again found victory in his mission to provide a better way for parents to develop a generation of money-smart kids. He invites you to join him on the journey.
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Personal Finance CoachUniversity Of Virginia Sep 2023 - PresentCharlottesville, Va, UsPersonal Finance Coach for The University of Virginia Men's Basketball. As the Personal Finance Coach for the University of Virginia Men's Basketball team, I've had the unique opportunity to guide these talented athletes through the complexities of financial management in the era of Name, Image, and Likeness (NIL) rights. Leveraging my expertise as a Certified Financial Planner and founder of Total Cents LLC, I've developed tailored strategies to help players maximize their financial potential while maintaining focus on their academic and athletic goals. My mission is to ensure these young men not only excel on the court but also build a solid financial foundation for their future, embodying the principles of responsibility, empowerment, and success. -
Financial AdvisorFifth Avenue Financial May 2021 - PresentNew York, Us -
PartnerLenox Advisors Jan 2003 - Dec 2020New York, Ny, UsWhile at Lenox Advisors, Tom was one of five equity partners nationwide for Lenox Advisors, a wholly owned subsidiary of National Financial Partners. In addition to working with individual clients on their financial planning needs, Tom has a vast and varied series of responsibilities, including:- Sought after speaker at The Million Dollar Round Table (MDRT) and being named to their International Financial Literacy Committee - Acting as a faculty member of the estate planning division of Lawline.com, where a number of his videos can be found - Board Member for InvestmentNews Magazine- Contributor to Bottom Line Personal for Investment News magazine, and member of the publication’s Panel of Experts for Financial Planning- Board member of the Estate Planning Council of Lower Fairfield CountyWith his clients and their concerns in mind, Tom has also developed a revolutionary effort, the Lenox Money-Smart Kids™ Program. This age-based program provides resources, tools and information to foster independence, good judgment and responsible financial habits in children. The program focuses on values, helping to instill in children a sense that having money is not a right, but a privilege.The program has struck a nerve both locally and nationally and as such Tom is frequently invited to speak with the media and at events. In fact, Dow Jones is so enthused about Money-Smart Kids, it allows Lenox to provide The Wall Street Journal Classroom Edition to clients. It is the first and only exception to Dow Jones’s classroom-only distribution policy to date. Tom is active in the Westport, Connecticut community where he resides & writes a bi-weekly column entitled “Money Smart Kids.” Tom is also the assistant soccer coach for the state champion and nationally ranked Staples High School Boys Varsity Soccer Program. -
Ceo And PresidentHenske Advisors, Inc. Jan 1999 - Dec 2002While with Cowan Financial Group, Tom launched his own company, Henske Advisors, which was later acquired by National Financial Partners.
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Managing DirectorCowan Financial Group Jan 1995 - Dec 1998St Augustine, Fl, UsAs an All-American soccer player and then National Champion at the University of Virginia, Tom excelled at working hard and helping his team reach the highest levels of the sport. After leaving the world of soccer, Tom started his career in financial planning with Cowan Financial Group
Tom Henske, Cfp Skills
Tom Henske, Cfp Education Details
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University Of VirginiaGovernment & Foreign Affairs -
Northport High School
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The American College Of Financial Services
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The Corporation For Long-Term Care CertificationCltc
Frequently Asked Questions about Tom Henske, Cfp
What company does Tom Henske, Cfp work for?
Tom Henske, Cfp works for Total Cents
What is Tom Henske, Cfp's role at the current company?
Tom Henske, Cfp's current role is Founder.
What is Tom Henske, Cfp's email address?
Tom Henske, Cfp's email address is th****@****ors.com
What is Tom Henske, Cfp's direct phone number?
Tom Henske, Cfp's direct phone number is +121253*****
What schools did Tom Henske, Cfp attend?
Tom Henske, Cfp attended University Of Virginia, Northport High School, The American College Of Financial Services, The Corporation For Long-Term Care Certification.
What are some of Tom Henske, Cfp's interests?
Tom Henske, Cfp has interest in Soccer, Financial Planning, Children's Financial Literacy.
What skills is Tom Henske, Cfp known for?
Tom Henske, Cfp has skills like Retirement Planning, Estate Planning, Strategic Financial Planning, Disability Insurance, Asset Allocation, Certified Financial Planner, Life Insurance, Series 7, Investments, Financial Advisory, Finance, Financial Planners.
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