family financial planning

Financial Services for Businesses

Herbst Financial Advisors can help you optimize the money you allocate to employee benefits to get the most for each dollar spent. We achieve this by providing a thorough analysis of the benefits you have in place today and recommending cost-effective solutions to bring costs down or fill gaps in your plan. We provide solutions and guidance on these and other employee benefit needs:

Retirement Plans

  • Profit Sharing Plans
    • Age Weighted Plans
    • Safe Harbor Plans
  • 401(k) Plans
  • Simple IRAs
  • SEPs

Investment Programs

  • Employee Retirement Plan Design

Insurance Services*

  • Group Health Insurance
  • Group Dental Insurance
  • Group Life Insurance
  • Group Disability Insurance
  • Group Long-Term Care Insurance
  • Cafeteria Plans
  • Workers Compensation

Deferred Compensation

Business Planning





We currently advise more than 50 businesses
on their employee benefit plans.

*Insurance services are provided by Herbst Financial Services which is not affiliated with or endorsed by LPL Financial.