Pros·per·i·ty :

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

Herr Capital Managment is dedicated to helping our clients acheive their own definition of "Prosperity".  We specialize in helping those in employment transition and the Boomer Generation to make sound financial and retirement planning decisions.  We guide you through the complex financial and emotional decisions that 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/weath transfer) 

     Dedicated to helping you achieve prosperity.

     

     

    Learn about our Comprehensive Financial Planning process. (Video 2 min.)

    Sign in to Your: "Prosperity Path™"

    Financial Planning - Helping you see the big picture

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

 
Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Car Affordability

How much can you afford to pay for a car?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Newsletters

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

Testing Your Liability Limits

This quiz tests the reader’s understanding of personal liability.

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

More Newsletters →