Myles McHenry, CRPC™ - Finance
Myles McHenry, CRPC™ - Finance

Myles McHenry, CRPC™ - Finance

Offers remote services
Discounts available
Offers remote services
Discounts available
contact for price

Zip code
Annual income

Responds within a day

Introduction: I help clients with their overall financial picture focusing on retirement accounts and pensions, wealth creation and preservation, tax wise investments, life insurance review and debt management to name a few. My goal is to discover each clients unique financial situation in depth, discover where they want to be and what they want to accomplish, and advise accordingly. Just as with most things in life, each individuals' financial picture is uniquely different and requires an action plan that fits their needs and desires. There is certainly no one size fits all approach. It is my ultimate goal to be the catalyst to get clients to where they want to be.
Overview

Serves Dallas, TX

Background checked

1 employee

Payment methods

Apple Pay, Credit card, PayPal, Square cash app, Venmo, Zelle

Social media

Facebook, Instagram

Reviews

Customers rated this pro highly for professionalism, value, and responsiveness.

Exceptional 5.0

7 reviews

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Read reviews that mention:


Trent W.

Myles answered all of my questions with excellence and treated me with respect and understanding. He sought to understand my personal situation and find a tailored solution to help me. I strongly recommend working with Myles.
Myles McHenry, CRPC™ - Finance's reply
Trent, such a pleasure to work with you. I've got you on my calendar to touch base here in a few months. Call me anytime between then if you have questions or concerns. We'll be in touch.
Jun 6, 2021
Ben L.

Myles is everything you want in a financial planner/consultant—he is knowledgeable, intentional, and a joy to work with. Planning for the future is overwhelming, and often times confusing, but Myles made it easy to see what my best options were to achieve my long-term goals. I am thankful for his counsel and would happily recommend him to others.
Myles McHenry, CRPC™ - Finance's reply
Ben, I appreciate your vote of confidence! It was a truly an honor to work with you and your growing family.
Jun 4, 2021
Josh M.

Myles helped me with adjusting my 401K plan and advised me on also starting a Roth IRA. He personally walked me through step by step, while explaining in depth what the benefits and risks would be. Any questions I had along the way, he was able to answer confidently, and explained terms I wasn't familiar with in a way I could easily understand. I was originally set up for a very passive plan, and under Myles advisement set up to be slightly more aggressive for a percentage of my holdings. This advisement has proven to be well worth the change, as my portfolio has seen a sharp increase. If I had not had Myles advisement, I believe I would still be crawling along at the much smaller return rate that I had the previous few years. This decision will help me and my family for financial security in the future. I would highly recommend his financial advisement services, especially for someone like me who needed to learn basic terminology and understanding how 401Ks and Roth IRA's work.
Myles McHenry, CRPC™ - Finance's reply
Josh, it was an honor working on your case. You and your wife were off to a great start, and you took the initiative to humbly seek advice early on. I've no doubt that when you and her retire it will be fully on yours and her terms(whatever they may be). Don't forget we need to check up on your plan in a few months to make sure it still fits the financial goals for you two. I'll email you soon. Be blessed.
Jun 3, 2021
David M.

I contacted Myles McHenry to help me work through the myriad of options (and confusing) available to me as a Higher Education professional who was exploring my retirement options: TRS Annuity and PLSO (Partial Lump Sum Option), 457(b), ERS Healthcare, etc. His expertise and willingness to research the arcane rules and regulations of the state of Texas helped put my mind at ease as I moved towards making a decision that could have serious financial consequences should I choose poorly! Myles is a consummate financial professional who truly listens to his clients.
Myles McHenry, CRPC™ - Finance's reply
David, it was an honor to work with you on the many financial decisions that needed to be made. Please let me know if any other needs arise, and I will be happy to work with you again! Thank you for the review, and I hope you are well!
May 31, 2021
Austin D.

Myles helped me tremendously with my debt plan and financial plan. For years I struggled to figure out solutions to both. Thanks, Myles!!
Myles McHenry, CRPC™ - Finance's reply
Austin, it was great working with you. I look forward to touching base with you in a few months to review our progress. Thank you for the review!
May 30, 2021
Credentials
Background Check

Myles Mchenry

FAQs

  • What is your typical process for working with a new customer?

    1. Intake appointment to gather client information and concerns(phone or zoom). 2. Zoom meeting to go over an action plan. I typically will share my screen. 3. Periodic review meeting semi-annually, or as client situation changes.

  • What education and/or training do you have that relates to your work?

    Chartered Retirement Planning Counselor(CRPC®) Life Insurance License Over 8 years in financial services

  • How did you get started doing this type of work?

    I have always loved personal finances and helping people better understand where they stand. In an industry where it is extremely hard to find financial help without being leery of the incentive of the advisor, I take pride in genuinely putting the clients best interest at the forefront of what I do. For many years I have helped friends and family with finances, worked in banks and financial institutions, and eventually decided to make a career out of this and take a more client facing approach. It is so fulfilling working with clients and knowing I had a hand in their financial success!

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