Our Clients

Families and Individuals

Herzog Financial Group truly does seek to serve people from all walks of life. We are a multigenerational firm and have experience working with families. We have had the pleasure of working with grandparents, parents, and children. We can provide financial and investment advice relevant to your situation. Our flexible, fee-only planning approach can handle almost anyone’s financial advisory needs.

Business Owners

People who own and operate their own small businesses are often overlooked and underserved by traditional financial services firms. We understand that you may have most of your resources devoted to your business, but may need help in evaluating retirement plans, developing exit strategies, or thinking through how you will pass on your estate.

Professionals and Executives

We are well-versed in working with busy professionals and executives to leverage their time to provide them with a thorough, broad-based financial plan. Let us help you sort through your retirement plan options, workplace benefits, exit and tax situation as we seek to help you make the most of what you earn through your hard work.

Retirees and Pre-retirees

Whether you have retirement on your horizon or have already reached it, we can help you feel confident about living your post-employment years to the fullest. Making the transition from having a regular paycheck to living off your fixed income and investments can be overwhelming, so let us help. While no one can be certain about investment returns, inflation, or longevity, we have the tools and experience to help you put these thing in context and understand the potential effect that they may have on your retirement lifestyle.