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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
A few strategies that may help you prepare for the cost of higher education.
Military families face unique challenges, making personal finance even more critical.
Life insurance proceeds are generally tax-free. But not in all cases.
Healthy habits are one of the greatest gifts to give your child.
There’s a link between debt and stress.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Smart investors take the time to separate emotion from fact.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
$1 million in a diversified portfolio could help finance part of your retirement.
What is your plan for health care during retirement?
Investors seeking world investments can choose between global and international funds. What's the difference?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.