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PLANNING FOR SUCCESS
Whether you are working to pursue your current financial success, or protect and preserve your assets over the long term, our Senior Partner, Larry Herman CPA, CFPSM, is an experienced professional who has a detailed understanding of current tax laws, the overall financial environment, and financial strategies to help pursue a variety of complex goals.
Financial planning is a life-long process that assists you and your family in pursuing your financial future. The steps in preparing a professional financial plan include:
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Identify and prioritize financial objectives such as retirement, |
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education funding, risk management, etc.
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Gather data and analyze your current financial affairs.
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Prepare, analyze and compare financial alternatives.
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Develop a plan including personal, recommended strategies to help
pursue your goals.
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Identify action steps necessary to implement the plan.
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Establish specific dates to monitor, review, and update your plan. |
Creation of a complete financial plan involves taking an accurate assessment of your current situation, quantifying and prioritizing your goals, and developing a workable strategy with clear action steps and timetables necessary to help successfully implement that plan.
Services cover all areas essential to a comprehensive financial plan :
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Personal and business needs analysis
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Asset and income protection – Insurance options
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Investment advisory services
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Education funding
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Retirement planning and solutions
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Employee and executive benefits
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Estate planning
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Trust services
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Tax-favored investments
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Advise on investments and business opportunities |
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Investment advisory services |
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Education funding
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Retirement planning and solutions |
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Employee and executive benefits |
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Estate planning |
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Trust services |
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Tax-favored investments |
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Advise on investments and business opportunities |
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*Larry Herman is a registered representative offering securities through Lincoln Financial Securities Corporation, Member SIPC to residents of CA, FL, GA, MA, OH, OK, TX and WA. Branch Office 9494 Southwest Freeway, #500, Houston, TX 77074. Larry Herman is an Advisory Representative of Level Four Advisory Services offering advisory services to residents of California, Florida,, Michigan and Texas. If you are not a resident of the states noted above, all investment-related information on this site is for informational purpose only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Lincoln Financial Securities Corporation is not affiliated with Level Four Advisory Services nor with HRSS LLP.
Investments & Insurance Products:
Are not insured by FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any
bank affiliate
May lose value
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Financial planning is a life-long process that assists you and your family in pursuing your financial future. |
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