Keith Hensley, CFP®
Fee-Only Fiduciary Financial Advisor in Orlando for Pre-Retirees & Retirees
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Serving Clients Nationwide
Fee-Only Fiduciary Financial Advisor in Orlando for Pre-Retirees & Retirees
Areas of Focus
- Cash Flow
- Estate Planning
- Financial Life Planning
- High Net Worth
- Investing
- Retirement Planning
- Social Security
- Tax-Smart Accumulation Planning
- Tax-Smart Distribution Planning
About Keith Hensley, CFP®
Hi, I'm Keith Hensley. You might say I'm a different kind of financial advisor in Orlando.I operate as an Advice-Only, Flat-Fee firm. Outdated are the ‘asset under management’(AUM) models as index investing has dominated markets since the early 2000’s. No more paying a premium for minor rebalancing or “stay the course” guidance.
I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional strictly providing financial advice for a transparent fee.
Why I Started Florida Financial Planning
After more than a decade in the financial industry, having served hundreds of individuals and families of different ages, levels of wealth, educational backgrounds, and personal lifestyles, I stepped away from the corporate world to create Florida Financial Planning (FFP). I wanted to provide a service that is centered around relationships and sound advice. No selling products, just clear advice for a sensible fee.
How I Help
At the core, I understand every family’s financial journey is unique. This is why I take the necessary time to understand what truly matters most to you.
Whether you’re preparing for retirement or building wealth, I’ll help you cut through the noise and build a strategy that actually works for you. We’ll focus on the things we can control, make smart tax moves along the way, and keep the process as simple as possible.
A Little About Me
When not serving clients I enjoy spending time with my wife, son, family, and friends. We love calling Winter Garden home! My hobbies include the gym, golf, and spending too much time enjoying college football and basketball.
I am an active member of NAPFA (National Association of Personal Financial Advisors), Fee-Only Network, Advice-Only Network, and XY Planning Network.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Advice Only Network
- Fee Only Network
- Measure Twice Planners
- National Association of Personal Financial Advisors
- XY Planning Network
- Fee Only Network
Primary Location
Winter Garden, FL, 34787
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Offers Advice-Only Services
- One-time Financial Plan
What to expect in the first meeting
Click the 'Book Intro Call' button above and take the first step toward financial confidence by scheduling a complimentary introductory meeting with us today. I look forward to speaking with you.About Florida Financial Planning
Florida Financial Planning is a fee-only and advice-only firm specializing in retirement planning for pre-retirees and retirees in Orlando. No hidden fees. No commissions. You pay a transparent flat fee for financial advice. That's it.As a fiduciary, our #1 focus is on what you value most in life. We have the credentials: CFP® - CERTIFIED FINANCIAL PLANNER™. We have the expertise and knowledge having served hundreds of individuals and families, at all different stages of their financial journey. We have a well-defined proven process.
Flat-fee pricing offers clarity, predictability, and minimizes conflicts of interest, at a price that makes sense.
Our #1 goal is to win a lifetime relationship by providing an extremely valuable experience.
Retirement Planning for Orlando Professionals
You've spent your career working hard, maybe at one of Central Florida's theme parks, healthcare systems, defense contractors, or tech companies. You've saved diligently. You're ready for the next phase of your life, but it's unchartered territory. What's next?
Retirement isn't just about having a plan on paper. It's about making sure everything actually gets done - the 401(k) rollover, setting up your retirement paycheck, optimizing Social Security, minimizing taxes.
Click the 'Book Intro Call' button above and let's have a conversation to see if we're the right fit.
Education
University of Florida, Bachelor of Science (BS), Food and Resource Economics
Hobbies and Interests
- Animals
- Basketball
- Exercising
- Family
- Football
- Golf
- Movies
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Couples
- DIY Investors
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Individuals
- Living in Retirement
- Parents
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