Our Services

Your Personalized Approach To Wealth Management

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing products and services.

Investment Planning

Investment analysis
Risk Tolerance Assessment
Time Horizon
Investment strategies

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Retirement Planning

Goals and Objectives
Retirement Projections
Annual Plan Update
Tax Management
RMD and Withdrawal Strategies
Social Security
Inheritance
Qualified Plan Distribution Analysis
Rollovers
Qualified Accounts/Non Qualified Accounts
Annuities
Estate Planning

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Protection

Life Insurance Needs
Hybrid Life Insurance
Annual Plan Review
Estate Conservation

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Wisconsin office: pherkert@herkertassociates.com (262) 375-0051 | Washington office: cherkert@herkertassociates.com (360) 392-2842