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.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Ascertaining the value of your business is important for a variety of reasons.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Do you have causes that you want to support with donations? Here are three tips.
What are your options for investing in emerging markets?
There are hundreds of ETFs available. Should you invest in them?
Making the most of surprises is a great reason to work with us.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.