Yere Henderson
Financial Services Professional
Yere Henderson is a dedicated Financial Services Professional at American Heritage Financial, serving clients in Tallahassee, FL. With a focus on working with pre-retirees and young professionals, Yere is committed to educating and assisting clients in protecting their most important assets and leaving legacies for future generations.
Yere’s journey in the financial services industry began with his role as an Agent at New York Life. During his year-long tenure, he successfully insured multiple families, collaborated with local businesses, and promoted financial literacy throughout his community. This experience laid a strong foundation for his career in financial services, showcasing his ability to connect with clients and provide valuable financial guidance.
Prior to his role at New York Life, Yere served as the General Manager at MyeyeDr, where he managed a team of 12 associates and worked with multiple optometrists. Under his leadership, the team provided affordable eyecare to the community while consistently exceeding company sales goals. His management skills and dedication to customer service have been instrumental in his success as a financial professional.
Yere’s passion for helping others is evident in his approach to financial services. He enjoys meeting new people and educating them on how they can protect their assets and achieve their financial goals. His commitment to serving others and his community is a driving force behind his work. Yere is also a proud member of Kappa Alpha Psi Fraternity, Inc., where he volunteers and mentors youth. His educational background includes studies at Florida A&M University and Florida State University.
Outside of his professional life, Yere is a weather enthusiast who enjoys traveling, live entertainment, and live sporting events. He is also an avid bowler, card game player, and car enthusiast. His passion for giving back to the community is reflected in his volunteer work and mentorship through his fraternity.
For personalized financial guidance, you can reach out to Yere Henderson at (850) 228-1117 or via email at YereHenderson@AHFplanners.com.
AHF Wheel of Services
Wills / Trust Reviews
Leaving a legacy requires discipline and preparation. We can work with you to develop a tax-efficient plan that helps provide for the people and passions you care about the most.
Tax Strategies
While most tax preparers focus solely on the current year’s taxes, we plan for the future and highlight long-term strategies (after-tax, Roth and pre-tax) that fit your situation. While we don’t give specific tax guidance or prepare taxes, we often work directly with your tax professional to identify ideas that could make a meaningful impact now and in the future.
Investments
Once you reach life’s distribution phase — those long-awaited retirement years — it’s imperative to identify investments and strategies that align with your goals, risk tolerance and income needs. We can walk you through options to help ensure you never need to worry about running out of money.
Social Security
The question isn’t when can you begin taking your Social Security benefit (between 62 and 70); it’s when should you. We will detail many factors and considerations that go into Social Security optimization and help you determine ways to potentially increase your lifetime benefits.
Medicare
Let’s face it, Medicare can be confusing. But it doesn’t need to be. We can answer your questions and cut through the noise, making sure you have suitable medical and prescription drug coverage and clearly explaining options for covering the 20% of medical expenses that Medicare doesn’t cover.
401k / Pension
Understanding how your retirement program works is the first step toward reaching your goals. We can help you evaluate pension settlement options, make wise investment choices related to 401(k) or 403(b) plans and explain how your wealth is growing so you can have confidence your future is secure.
Workplace Benefits/Business Owner Solutions
If you’re a business owner struggling to recruit or retain key employees and provide attractive benefits, or if you’re contemplating a business transition, we can work with you to build a strong incentive plan and increase value. We create innovative solutions to help protect your business, your employees
and your lifestyle.
Long-Term Care Options
Preservation. That’s what long-term care is all about — shielding you and those you cherish from the unknown. We can assist in devising a long-term care strategy to give you confidence that, no matter what the future holds, your loved ones will be taken care of and your assets will remain intact.
Insurance Programs
The features of insurance policies can vary widely, meaning it’s essential to understand what your policy covers, who your named beneficiaries are, what limits you have and what triggers a loss. We can help you analyze and (if needed) adjust your plans to help eliminate surprises and ensure your needs are covered both now and in the future.
Contact Yere Henderson
Or fill out this form:
If You’re Ready to Have a Conversation, We’re Ready to Help
Contact us today to learn how we have helped hundreds of individuals and families find the financial independence they sought by delivering services and products tailored to their distinct needs, goals and circumstances.