Our Firm

Herkert and Associates builds relationships on a simple, straight forward educational approach offering comprehensive retirement planning, distribution planning, life insurance, workshops and courses since 1989.

Herkert and Associates has helped educate thousands of individuals. Christopher and Patrick teach a retirement course twice a year in Spring and Fall at Cedarburg High School in Cedarburg, Wisconsin and Western Washington University in Bellingham, Washington. The courses are taught by financial professionals, strategists and attorneys who carefully present both basic and advanced financial information, options and strategies.

We will work with you to help keep your plans flowing by building a successful retirement plan. We feel distribution planning is an essential part of the retirement planning process. Not only accumulating an investment account, we also focus on having the proper amount in the right accounts at retirement. This allows your plan to flow in the right way. An advantage we have over some others is being independent. This gives us the opportunity to find the best products to help meet our client's objective!