Special Needs Answers
Jessica M Henderson (Robertson) CPA
South Bay Financial Partners
Jessica M Henderson (Robertson) CPA
South Bay Financial Partners
FINANCIAL PLANNER
Bio coming soon!
Firm Description
With over 30 years of experience in financial planning, we have extensive knowledge in managing debt, investing, taxes, insurance, estate planning, and retirement transitions.
We use financial therapy to address your beliefs around money that may be driving your decisions, underlying your anxiety, fueling procrastination, and creating tension in your relationships. Our team includes financial planners, a financial therapist, a CPA, a sense of humor, and a passion for helping people feel comfortable and confident in their money decisions.
Hours
| Day | From | To |
|---|---|---|
| Monday | 8:00 AM | 4:00 PM |
| Tuesday | 8:00 AM | 4:00 PM |
| Wednesday | 8:00 AM | 4:00 PM |
| Thursday | 8:00 AM | 4:00 PM |
| Friday | 8:00 AM | 4:00 PM |
| Saturday | By Appointment Only | |
Cost
Financial Planning 2% of incomeFinancial Planning with investment advice 2% of income + .45% of assets under management + .2% of assets under advisement
$165/hr basic financial planning and financial therapy
$440/hr for advanced tax prep/planning and investing
What Is a Special Needs Planner?
Main Office
2700 Patriot Blvd
Suite 250
Glenview, IL 60026
21515 Hawthorne Blvd
Suite 200
Torrance, CA 90503
