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Our Approach

We create financial strategies that are tailored to your individual needs and goals

Herkert and Associates was started with the philosophy of building relationships on a simple, straight forward, educational approach with a personal touch to wealth management. We believe financial planning should be achieved by taking the time to understand each person’s unique view of retirement and then structuring a roadmap that fits their goals and dreams.    

We believe planning for retirement requires a holistic process from retirement planning to distribution planning. 

How the “Relationship” begins:

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We start with a technology-based solution for secure data gathering.  This provides our clients a safe and secure way to share pertinent information that is needed for the financial planning process. 

  • First Meeting:  Our initial meeting gives us the opportunity to get to know each other and review your unique goals, objectives and dreams.

  • Second Meeting:  Our follow up meeting we develop a roadmap that has a step by step process to help guide you to financial freedom.  We know that all roads will eventually have “road work” and we will be here to direct you on whatever detour life decides to give you.

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