Robert B

"If you are looking for investment advice, Brett Henderson will serve you well. Brett is knowledgeable and honest."

Thrilled Buyer

We want to extend a heartfelt thank you to our financial advisor, Brett, and his team for coming in at just the right time to help us make necessary corrections to our 401(k). We’ve known Brett since before he started his own company, and we have to commend his persistence. Even though we initially declined his services, he stayed in touch and proved to be the right person when we needed his expertise the most. Your guidance has been invaluable, Brett, and we truly appreciate how you and your team are always on top of things. Your proactive approach, especially in reaching out to employees when needed, has been a tremendous asset. It’s clear that you care deeply about the success and well-being of those you work with, and your support has made a significant difference for us. Thank you for your unwavering dedication, persistence, and professionalism. We’re so grateful for everything you’ve done, and we look forward to continuing to work together!

Ryan G

Brett Henderson and I have been friends a long time. We punched our Marine Corps chit together, and Brett has really helped a lot with business and investing advice. If you’re a veteran and want to start your own business, you need Brett on your side!

Deanna Dunn
- V.P. of Finance

We couldn’t be more pleased with the guidance and expertise of Brett Henderson, our 401(k) Plan Advisor. From the start, he took the time to understand our organization’s unique needs and goals, providing thoughtful, tailored advice every step of the way.

His in-depth knowledge of retirement planning and investment options has not only helped us optimize our plan offerings but also empowered our employees to feel more confident about their financial futures. The educational resources and one-on-one consultations they provide are invaluable—many of our team members have expressed how much they’ve learned and appreciated the personalized attention.

On top of their professionalism, Brett is incredibly responsive and approachable, always ready to address questions or concerns with clarity and patience. It’s rare to find someone who combines technical expertise with such a strong commitment to customer care.
Thanks to our Brett, our advisor, we feel assured that our 401(k) plan is in great hands. If you're looking for a partner who genuinely cares about your success and your employees' financial well-being, we highly recommend their services!

Lars N

I met Brett over 15 years ago when we were having issues with our previous benefits agent. He has consistently been very responsive when there were problems and is proactive in helping avoid problems. He remains a trusted part of our team, guiding our employees toward their best retirement.

Bill H.

Just wanted to drop you a line and let you know how grateful we are to have you in our lives. You have been providing rock-solid financial advice for our personal finances and our business. We have been together since 2009, and you have made my retirement quite enjoyable. I could not have done this on my own. Everybody I have recommended to you is very happy with your service. Thanks once again.

Ana Sandoval


We want to extend a heartfelt thank you to our financial advisor, Brett, and his Team, for coming in at just the right time to help us make necessary corrections to our 401(k). We’ve known Brett since before he started his own company, and we must commend his persistence. Even though we initially declined his services, he stayed in touch and proved to be the right person when we needed his expertise the most.

Your guidance has been invaluable, Brett, and we truly appreciate how you and your team are always on top of things. Your proactive approach, especially in reaching out to employees when needed, has been a tremendous asset. It’s clear that you care deeply about the success and well-being of those you work with, and your support has made a significant difference for us.

Thank you for your unwavering dedication, persistence, and professionalism. We’re so grateful for everything you’ve done, and we look forward to continuing to work together!


Colin Hanely

Our company has been fortunate to have Brett as our 401(k) advisor. He stays on top of market trends, ensuring that our employees' portfolios are optimized for growth. What truly sets him apart is his ability to communicate effectively with employees at all levels—whether it's a seasoned executive or someone new to investing, he takes the time to explain options clearly and answer questions thoroughly. His expertise and approachability have made a significant impact on our team's confidence in their retirement planning

Bob Souza

Brett has always looked out for me and my family to balance growth and protecting our retirement portfolio, plus he is a great guy and consider him a friend!

Angel Sanchez

I met Brett in critical circumstances where I needed professional and experienced advisor to move my retirement money into a safe and reliable firm. Well, Brett did it all, thus we are hugely appreciative for what he did to help out in safely moving the investment money and set up an account properly secured. We amply recommend Brett’s professional services and take advantage of his wise advisory skills. His ethics while performing his daily job are a plus and definitely makes feel comfortable in taken decisions for the future. Thank you Brett for everything you do for us!!!

Michael Hanabusa

I've worked with Brett for 8+ years now when we started up our company's 401k plan. Brett has always answered my calls and responded to any inquiries I had. I am always grateful to know that if I have a financial question I can turn to Brett for advice and guidance.

Gary and Linda Correll

Brett has always been up front and consistently helpful on Our accounts and advice When Wanda a friend of mine became a widow. Brett was very helpful in her time of need.

Thrilled Buyer

We want to extend a heartfelt thank you to our financial advisor, Brett, and his team for coming in at just the right time to help us make necessary corrections to our 401(k). We’ve known Brett since before he started his own company, and we have to commend his persistence. Even though we initially declined his services, he stayed in touch and proved to be the right person when we needed his expertise the most. Your guidance has been invaluable, Brett, and we truly appreciate how you and your team are always on top of things. Your proactive approach, especially in reaching out to employees when needed, has been a tremendous asset. It’s clear that you care deeply about the success and well-being of those you work with, and your support has made a significant difference for us. Thank you for your unwavering dedication, persistence, and professionalism. We’re so grateful for everything you’ve done, and we look forward to continuing to work together!

Angel Sanchez

I met Brett in critical circumstances where I needed professional and experienced advisor to move my retirement money into a safe and reliable firm. Well, Brett did it all, thus we are hugely appreciative for what he did to help out in safely moving the investment money and set up an account properly secured. We amply recommend Brett’s professional services and take advantage of his wise advisory skills. His ethics while performing his daily job are a plus and definitely makes feel comfortable in taken decisions for the future. Thank you Brett for everything you do for us!!!

Lars Nilsson

I met Brett over 15 years ago when we were having issues with our previous benefits agent. He has consistently been very responsive when there were problems and is proactive in helping avoid problems. He remains a trusted part of our team, guiding our employees toward their best retirement.

Ryan Gatchell

Brett Henderson and I have been friends a long time. We punched our Marine Corps chit together, and Brett has really helped a lot with business and investing advice. If you’re a veteran and want to start your own business, you need Brett on your side!

Chief Robert Bryant

"If you are looking for investment advice, Brett Henderson will serve you well. Brett is knowledgeable and honest."

Bill Hale

Just wanted to drop you a line and let you know how grateful we are to have you in our lives. You have been providing rock-solid financial advice for our personal finances and our business. We have been together since 2009, and you have made my retirement quite enjoyable. I could not have done this on my own. Everybody I have recommended to you is very happy with your service. Thanks once again.

Gary and Linda Correll

Brett has always been up front and consistently helpful on Our accounts and advice When Wanda a friend of mine became a widow. Brett was very helpful in her time of need

Michael Hanabusa

I've worked with Brett for 8+ years now when we started up our company's 401k plan. Brett has always answered my calls and responded to any inquiries I had. I am always grateful to know that if I have a financial question I can turn to Brett for advice and guidance.

Bob Souza

Brett has always looked out for me and my family to balance growth and protecting our retirement portfolio, plus he is a great guy and consider him a friend!

Colin Hanely

Our company has been fortunate to have Brett as our 401(k) advisor. He stays on top of market trends, ensuring that our employees' portfolios are optimized for growth. What truly sets him apart is his ability to communicate effectively with employees at all levels—whether it's a seasoned executive or someone new to investing, he takes the time to explain options clearly and answer questions thoroughly. His expertise and approachability have made a significant impact on our team's confidence in their retirement planning

Deanna Dunn
- V.P. of Finance

We couldn’t be more pleased with the guidance and expertise of Brett Henderson, our 401(k) Plan Advisor. From the start, he took the time to understand our organization’s unique needs and goals, providing thoughtful, tailored advice every step of the way.

His in-depth knowledge of retirement planning and investment options has not only helped us optimize our plan offerings but also empowered our employees to feel more confident about their financial futures. The educational resources and one-on-one consultations they provide are invaluable—many of our team members have expressed how much they’ve learned and appreciated the personalized attention.

On top of their professionalism, Brett is incredibly responsive and approachable, always ready to address questions or concerns with clarity and patience. It’s rare to find someone who combines technical expertise with such a strong commitment to customer care.
Thanks to our Brett, our advisor, we feel assured that our 401(k) plan is in great hands. If you're looking for a partner who genuinely cares about your success and your employees' financial well-being, we highly recommend their services!

Ana Sandova 

We want to extend a heartfelt thank you to our financial advisor, Brett, and his Team, for coming in at just the right time to help us make necessary corrections to our 401(k). We’ve known Brett since before he started his own company, and we must commend his persistence. Even though we initially declined his services, he stayed in touch and proved to be the right person when we needed his expertise the most.

Your guidance has been invaluable, Brett, and we truly appreciate how you and your team are always on top of things. Your proactive approach, especially in reaching out to employees when needed, has been a tremendous asset. It’s clear that you care deeply about the success and well-being of those you work with, and your support has made a significant difference for us.

Thank you for your unwavering dedication, persistence, and professionalism. We’re so grateful for everything you’ve done, and we look forward to continuing to work together!


Angel Sanchez
Former NPD Portfolio Project Manager - Monster energy
Los Angeles, CA

I met Brett in critical circumstances where I needed professional and experienced advisor to move my retirement money into a safe and reliable firm. Well, Brett did it all, thus we are hugely appreciative for what he did to help out in safely moving the investment money and set up an account properly secured. We amply recommend Brett’s professional services and take advantage of his wise advisory skills. His ethics while performing his daily job are a plus and definitely makes feel comfortable in taken decisions for the future. Thank you Brett for everything you do for us!!!

Bill Hale
Co-owner and Founder
Chief Security – Chino Valley, Arizona

I just wanted to express my gratitude for having you in our lives. You have been providing rock-solid financial advice for both our personal finances and our business since 2009. Your guidance has made my retirement quite enjoyable, and I couldn't have done it without you. Everyone I’ve recommended to you, including my friends, has been very happy with your service.
I look forward to a prosperous future ahead!
Thank you once again.

Lars Nilsson
Purchasing Manager
SAI Industries – Glendale, California

I met Brett over 15 years ago when we were having issues with our previous Benefits Agent.  He has consistently been very responsive when there were problems and is proactive in helping avoid problems.  He remains a trusted part of our team guiding our employees toward their best retirement.

Colin Hanely
HR Manager
Drum workshop – Oxnard, California

Our company has been fortunate to have Brett as our 401(k) advisor. He stays on top of market trends, ensuring that our employees' portfolios are optimized for growth. What truly sets him apart is his ability to communicate effectively with employees at all levels—whether it's a seasoned executive or someone new to investing, he takes the time to explain options clearly and answer questions thoroughly. His expertise and approachability have made a significant impact on our team's confidence in their retirement planning

Deanna Dunn
- V.P. of Finance
V.P. of Finance
Drum Workshop – Oxnard, California

We couldn’t be more pleased with the guidance and expertise of Brett Henderson, our 401(k) Plan Advisor. From the start, he took the time to understand our organization’s unique needs and goals, providing thoughtful, tailored advice every step of the way.

His in-depth knowledge of retirement planning and investment options has not only helped us optimize our plan offerings but also empowered our employees to feel more confident about their financial futures. The educational resources and one-on-one consultations they provide are invaluable—many of our team members have expressed how much they’ve learned and appreciated the personalized attention.

On top of their professionalism, Brett is incredibly responsive and approachable, always ready to address questions or concerns with clarity and patience. It’s rare to find someone who combines technical expertise with such a strong commitment to customer care.
Thanks to our Brett, our advisor, we feel assured that our 401(k) plan is in great hands. If you're looking for a partner who genuinely cares about your success and your employees' financial well-being, we highly recommend their services!

Ana Sandoval
The L.I.F.E. Family
Christinas independent living - Orange County, California

We want to extend a heartfelt thank you to our financial advisor, Brett, and his Team, for coming in at just the right time to help us make necessary corrections to our 401(k). We’ve known Brett since before he started his own company, and we must commend his persistence. Even though we initially declined his services, he stayed in touch and proved to be the right person when we needed his expertise the most.

Your guidance has been invaluable, Brett, and we truly appreciate how you and your team are always on top of things. Your proactive approach, especially in reaching out to employees when needed, has been a tremendous asset. It’s clear that you care deeply about the success and well-being of those you work with, and your support has made a significant difference for us.

Thank you for your unwavering dedication, persistence, and professionalism. We’re so grateful for everything you’ve done, and we look forward to continuing to work together!


Angel Sanchez
Former NPD Portfolio Project Manager - Monster energy
Los Angeles, CA

I met Brett in critical circumstances where I needed professional and experienced advisor to move my retirement money into a safe and reliable firm. Well, Brett did it all, thus we are hugely appreciative for what he did to help out in safely moving the investment money and set up an account properly secured. We amply recommend Brett’s professional services and take advantage of his wise advisory skills. His ethics while performing his daily job are a plus and definitely makes feel comfortable in taken decisions for the future. Thank you Brett for everything you do for us!!!

Bill Hale
Co-owner and Founder
Chief Security – Chino Valley, Arizona

I just wanted to express my gratitude for having you in our lives. You have been providing rock-solid financial advice for both our personal finances and our business since 2009. Your guidance has made my retirement quite enjoyable, and I couldn't have done it without you. Everyone I’ve recommended to you, including my friends, has been very happy with your service.
I look forward to a prosperous future ahead!
Thank you once again.

Lars Nilsson
Purchasing Manager
SAI Industries – Glendale, California

I met Brett over 15 years ago when we were having issues with our previous Benefits Agent.  He has consistently been very responsive when there were problems and is proactive in helping avoid problems.  He remains a trusted part of our team guiding our employees toward their best retirement.

Colin Hanely
HR Manager
Drum workshop – Oxnard, California

Our company has been fortunate to have Brett as our 401(k) advisor. He stays on top of market trends, ensuring that our employees' portfolios are optimized for growth. What truly sets him apart is his ability to communicate effectively with employees at all levels—whether it's a seasoned executive or someone new to investing, he takes the time to explain options clearly and answer questions thoroughly. His expertise and approachability have made a significant impact on our team's confidence in their retirement planning

Ryan Gatchell
Captain USMC - Florida & Louisiana

Brett Henderson and I have been friends a long time.  We punched our Marine Corps chit together and Brett has really helped a lot with business and investing advice.  If you’re a veteran and want to start your own business.  You need Brett on your side!  

Robert Bryant
US Airforce retired - Dean of Career Technical Education at DeAnza College
Los Gatos, California

"If you are looking for investment advice Brett Henderson will serve you well. Brett is knowledgeable and honest."

Michael Hanabusa
CEO
Secured Management Corp - El Segundo, California

I've worked with Brett for 8+ years now when we started up our company's 401k plan. Brett has always answered my calls and responded to any inquiries I had. I am always grateful to know that if I have a financial question I can turn to Brett for advice and guidance.

Gary and Linda Correll
President or SAI industries – Glendale CA

Brett has always been up front and consistently helpful on Our accounts and advice When Wanda a friend of mine became a widow. Brett was very helpful in her time of need

Bob Souza
Retired
Former owner or Bob Souza Jr. Allstate Insurance
Henderson, Nevada

Brett has always looked out for me and my family to balance growth and protecting our retirement portfolio, plus he is a great guy and consider him a friend!