Hermann Financial Services, Inc.

Hermann Financial Services, Inc. is a financial advisory business for individuals. Its website explains the ideas behind insurance, investing, retirement planning, estate planning and wealth preservation, and encourages visitors to work with skilled professionals. The firm describes a personal approach to looking after client portfolios, built on trust and careful service.

Products and services

• Insurance guidance: explanations of how cover fits into a financial plan.
• Investing: help with investment decisions and access to market performance data.
• Retirement planning: monitoring of retirement portfolios over time.
• Estate planning and wealth preservation: background material on protecting assets.
• Risk assessment: an online tool for working out a personal risk number.

Customers and markets

Individuals and families who want to take a proactive approach to their personal finances and retirement.