Welcome to Herbert Financial Group
We have been serving individual investors and small businesses with their financial planning, retirement, investment, and insurance needs since 1985. We provide independent advice, custom plans and solutions along with exceptional personal service. As a branch office, HFG offers securities through Centaurus Financial, Inc., a Registered Investment Advisor and national broker/dealer, Member FINRA and SIPC. Our Branch Office in Auburn Hills is one of over 400 Centaurus Financial, Inc., offices from coast to coast.
Insurance Needs Assessment:When You're Married With Children
When you’re married and have children, insurance needs will be different.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Marriage changes everything, including your insurance needs.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
There are things about Social Security that might surprise you.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
Enter various payment options and determine how long it may take to pay off a credit card.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Here are five facts about Social Security that might surprise you.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.