family financial planning

Financial Services for Individuals and Families

Managing a large investment portfolio can be complex, time consuming and challenging, and your ability to make sound decisions requires extensive research, expertise and deep knowledge of the marketplace. Herbst Financial Advisors provides effective strategies that simplify the financial and investment management process, which is why generations of individuals and families rely on our experienced advisors.

We employ a holistic and disciplined approach to managing your wealth that begins with comprehensive financial planning. This financial planning process ensures financial decisions are integrated with and support your broader life goals, increasing the probability of achieving them.

Investment Programs

  • Stocks and Bonds
  • Mutual Funds
  • IRA and Roth IRA
  • Retirement Plans
  • Qualified Plan Rollovers
  • 529 College Savings Plans

Wealth Preservation Strategies

  • Retirement Distribution
  • Estate Planning
  • Tax Strategies
  • Legacy Planning
  • Asset Protection
  • Charitable Giving
  • Business Planning

Insurance Programs*

  • Life Insurance
  • Health Insurance
  • Long-Term Care Insurance
  • Disability Insurance

 

We manage more than $160 million in
investment assets for our clients through LPL Financial.

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