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.
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.