LaMont M Henry, CFP®, ChSNC®, ChFC®, RICP®, CASL®
Wealth Management Advisor


Henry Wealth Management

Professional

Education is important to LaMont, and he holds a number of professional designations:

EDUCATION

  • Bachelor of Arts in Business from Colby College

PROFESSIONAL DESIGNATIONS

CFP® - CERTIFIED FINANCIAL PLANNERTM
The CERTIFIED FINANCIAL PLANNERTM (CFP®) certification is one of the most recognized financial planning marks in the world.  CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients.  The certification differs from an education designation or state license in that it is based upon requirements that have been determined by extensive job anaylyses of actual practitioners in the field, and therefore, continue to evolve with the profession.  The CFP® certification prepares the financial services professional for a career-long commmitment to meeting the ever-changing financial needs of clients.

Certified Financial Planner Board of Standards, Inc owns the certification marks CFP CERTIFIED FINANCIAL PLANNERTM and federally registed CFP® (with flame logo) whcih it awards to individuals who successfully complete initial and ongoing certification requirements.

ChSNC® - Chartered Special Needs Consultant
ChSNC® designees are equipped with the specialized skills needed to help parents and caregivers plan for the future with honesty, ethics and compassion. A ChSNC® can navigate the unique considerations, estate planning, special needs trusts, life insurance, tax deductions, healthcare issues, Medicaid complexities, and the emotional aspects of providing for a loved one with a disability. That robust planning foundation is expanded through the specialized content of three courses that narrow and sharpen their focus on the needs of people with disabilities and other special needs.

ChFC® - Chartered Financial Consultant
The Chartered Financial Consultant designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

CLU® - Chartered Life Underwriter
The Chartered Life Underwriter designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

CASL® - Chartered Advisor for Senior Living
The Chartered Advisor for Senior Living® designation focuses exclusively on the unique needs of mature clients. Developed with input from a panel of industry professionals, the designation provides representatives with comprehensive knowledge on the full range of financial, health, psychological and sociological issues confronting older clients. Individuals who earn the CASL® designation gain a thorough understanding of health and health care, long term care insurance, planning for pension distributions, suitability of investments, federal estate taxation and counseling on key family decisions.

RICP® - Retirement Income Certified Professional
The Retirement Income Certified Professional® designation was crafted by more than 45 of the top retirement planning experts in the country. Retirement income planning places the focus on transitioning from asset accumulation to creating a sustainable livelihood for clients in retirement. From retirement portfolio management techniques and mitigation of plan risks to the proper use of annuities, employer-sponsored benefits and determining the best Social Security claiming age, the RICP® provides a wealth of practical information for advisors.

 

Million Dollar Round Table (MDRT)

Million Dollar Round Table logo

LaMont is a Qualifying member of the Million Dollar Round Table (MRDT).   MDRT is the Premier Association of Financial Professionals.

Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards. MDRT's mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

Memberships

  • Million Dollar Round Table (MDRT)
  • Financial Planning Association (FPA)
 

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