Founder & Wealth Advisor
CurrentAbout Herbert Financial Group• Independently owned and operated since 1985• Extensive experience in retirement planning for GM and automotive employees Areas of Practice• Organizing Finances/Establishing Objectives and Budgets• Retirement Income Planning• Review of Employee Benefits including Defined Benefit Plans• Extensive Knowledge of the GM, Delphi, FCA and Ford Benefit Packages• Executive Compensation• Tax Advantaged Investments• 401(k) and Pension Management• Educations Savings Plan• Investment Portfolio Analysis• Strategic Asset Allocation• Managed Fee Based Accounts• Exchange Traded Funds (ETFs)• Variable/Fixed/Indexed Tax Deferred Annuities• Real Estate Investment Trusts, Direct Participation Programs, Limited Partnerships• Mutual Funds/Stocks/Bonds• Life Insurance/Review and Needs Analysis• Tax Planning Services• Estate Planning Services• Health Planning ServicesSecurities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.hfgllc.com.