Michael Herman

Financial Advisor at Securities America Inc.

View Michael Herman Emails (It's free) 10 Emails free

Michael Herman's Summary

I am a financial services professional who with over 35 years, specializing in financial and retirement planning. Our goal is to help families and businesses make sound financial decisions. Our team will help you develop a written financial plan that will help you achieve your financial goals and allow you more time to do the things that are most important to you. Typically the families and business owners I work with contact us when, • They feel overwhelmed putting everything together financially. • They are unsure about their retirement planning and if they are on the right track. • They are concerned about protecting their income and having a guaranteed income in retirement. • As a business owner, they are concerned about how to transfer or exit their business. If any of these seem to be a concern for you or someone you know, call us for a cup of coffee and a complimentary consultation. You can contact us at (303) 456-1913. If you are unsure about your planning or if your headed in the right direction or visit our website at www.goldenwealthsolutions.com, got to the about us tab and then How Do I Start Tab. There you will find a digital version of the Financial Viewpoint Assessment, Business Viewpoint and Retirement tool. Use any of these to get an overview of your financial development, investment strategy, lifestyle protection and estate organization, from your point of view. Services: Written financial plans, investment services, Insurance/risk management, long term care insurance protection, retirement planning, disability income insurance protection and business planning including buy sell and key person protection.