Michael Herrmann Email & Phone Number

I graduated from Lenoir-Rhyne University with a degree in Psychology and Business. I have been working with clients since the late 1980s, specializing in assisting clients in building " world class 401(k) plans". I have the ability to offer a wide range of products and services for businesses and individuals; including retirement plans and a focus on investment education.I enjoy working with business owners to design, implement and monitor their retirement plans and help them achieve their specific goals not only for their business, but for their employees as well. My team endeavors to help business owners, employees, and clients improve the efficiency of their retirement plans. Simply put, I want you to have the ability to do whatever you want to do without concern.Business owners can look to us for design and implementation of retirement plans. My team works with Corporate Retirement Plans including 401(k) and profit sharing, pension plans, wealth management, and estate planning strategies. Our objective is to fulfill and satisfy the needs of plan sponsors and participants/employees with the most efficient solution.To help business owners I have aligned myself with a team of professionals in the financial industry so that I can tailor a retirement plan to your business needs. I invite you to explore the services I can offer, such as: - Optimizing Retirement Plans and Corporate 401(k)- Reviewing your existing plan and discussing alternatives- Educating Employees- Consistent Plan Monitoring and Review, I welcome the opportunity to talk with you about your retirement plan and provide you with positive suggestions on to improve plan outcomes.This information is intended for use only by residents of IL, FL, GA, PA and WI.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.

Listed skills include Financial Services and Services.