Travis Thompson; Senior Client Service Associate Lori McGregor; Client Service Associate Tara Hamby; Client Service Associate & Office Manager Jodi Westerfield; Marketing & Client Service Associate Cory Westerfield; and Trainee Skylar Treas. Together, the team combines decades of experience with the energy and perspective of a younger generation of professionals. That balance allows the firm to draw on the wisdom that comes with navigating changing markets while embracing modern technology, planning strategies, and communication. For clients preparing for retirement, that perspective can be especially valuable. The team notes that retirement planning is about more than reaching a certain savings number. It is about creating a sustainable income strategy and considering taxes, healthcare, investments, risk, and legacy planning. Starting early can also give individuals more options and flexibility as they approach the next chapter of life. The firm also encourages clients to remain proactive, particularly when markets become uncertain. Avoiding emotional decisions and regularly reviewing a financial plan can help people stay focused on their long-term goals instead of reacting to short- term headlines or fluctuations. The same comprehensive philosophy applies to small business owners. Business owners often spend years focused on building their companies, sometimes putting their personal financial plans on the back burner. Hendrickson Wealth & Retirement helps clients consider how business decisions connect with retirement, taxes, succession planning, and personal wealth, with the goal of creating a strategy that supports both the business and the life beyond it. For new clients, the process starts with a conversation. Rather than immediately jumping into investments, the team takes time to learn about a person’s goals, concerns, values, and priorities. The hope is that clients leave their first meeting feeling heard, informed, and comfortable with the path ahead. That personal connection is particularly meaningful to the firm because of its ties to the Benton community. The team has had the opportunity to work with multiple generations of local families, building relationships that extend beyond financial planning. “We believe financial planning is ultimately about people, not just numbers,” the firm shared. Every client has a different story, and the team strives to make recommendations that reflect those individual goals and values. After more than four decades in the industry, Rich and his team continue to look toward the future while remaining grounded in the community they serve. Whether someone is preparing for retirement, growing a business, saving for a child’s education, or planning a legacy, Hendrickson Wealth & Retirement aims to provide thoughtful guidance and lasting relationships. For the team, success is not simply measured by financial outcomes. It is also found in helping local families feel confident about their futures and giving them the freedom to focus on the lives they have worked hard to create. SUPPORT BUSINESSES THAT MAKE OUR MISSION POSSIBLE INTHEVUE.COM | SEPTEMBER 2026 83 Short Term Rehab • Skilled Nursing Inpatient & Outpatient Therapy Long Term Care • Palliative Care ©VUE2026 Phone: 270-442-6884 Fax: 270-495-3666 100 Marshall Court Paducah, KY Call to Schedule a Tour 40 Under Leading the Way At Providence Pointe, fresh perspectives and new energy work hand-in-hand with years of experience to provide the best care possible. Congrats to this year's 40 Under Forty Winners!
September 2026
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