Pros·per·i·ty :

the condition of being successful or thriving; especially: economic well-being.

Herr Capital Management is dedicated to helping you achieve your own definition of "Prosperity".  We offer innovative, practical unbiased financial advice and services to help you improve your quality of life.  We believe our first responsibility is to assure the integrity of your financial position within the context of your personal and family values.  We will guide you through the complex financial and emotional decisions to help you to:

  • Create and Grow Wealth;
  • Protect and Preserve Wealth;
  • Plan for the distribution of wealth during life in the most tax advantaged way. (retirement income distribution)

Plan for the distribution of wealth after death in the most tax advantage way. (estate planning/wealth transfer) 

 Dedicated to helping you achieve prosperity.

 

 

 

Prosperity Path Wealth Solution™

The Prosperity Path Wealth Solution

a comprehensive financial planning process.(Video 2 min.)

 Client Login: "Prosperity Path™"

 

 

Financial Planning - Helping you see the big picture

Learn about the value of financial planning.    (FLASH VIDEO - 3 Min.)

 

 
Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators →

Newsletters

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

Dispelling Umbrella Insurance Myths

Many people may think their chances of being hit with a multimillion-dollar lawsuit are fairly slim. Besides, wouldn't the liability coverage on their homeowners and auto insurance policies be enough to protect them against a claim or a lawsuit? Unfortunately, there are misconceptions about umbrella liability insurance that could cause someone to be underinsured.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

More Newsletters →