About Us

Our passion is helping people build a base plan of income they cannot outlive! We help clients put together a portfolio that guards against inflation in the long term, while also allowing for quick access to funds for immediate needs.

We make it a point to always be available for questions and periodic reviews with each and every client. Your concerns deserve a real person answering them.

We’re proud to call southern Indiana home. Our team is also active in local organizations, schools and charities. When you work with us, you’re partnering with neighbors who care about your future.

Jay Henson is the founder of Henson Insurance & Financial Investments, LLC which has its main office in Spencer, Indiana.

He graduated from St. Louis Christian College in Greater St. Louis with a Bachelor of Arts in Christian Education. Jay obtained his Series 6 and Series 63 Insurance License in 1996. In 2010, he obtained his Series 65, Registered Investment Advisor License, which he uses to serve his clients’ money management and investment needs.

Jay is married to Kim, who is an elementary teacher in the Spencer-Owen School Corporation. He and his wife have four children and several grandchildren.

He is a member of the Spencer Exchange Club, an organization known for promoting Americanism and supporting programs preventing child abuse. He is also a big supporter of, and volunteers within, the athletic department of Owen Valley High School.

Let’s Get Started

Here’s what we suggest you do to get started with us:

  1. Schedule a free consultation – we’ll discuss your goals and concerns.
  2. Get your personalized roadmap – we’ll analyze your current savings, projected Social Security benefits and health‑care costs and design a plan that balances growth with security.
  3. Enjoy retirement with confidence – focus on what matters most while we monitor your plan and adjust as life changes.