Pros·per·i·ty :

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


Herr Capital Management is dedicated to helping our clients achieve 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.


    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.)

     

 

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Lease Payment

How much would your monthly lease payment be?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

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.

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

The Long Road Ahead

The stock market has had its share of roller-coaster thrills lately, but don’t be tempted to react emotionally.

More Newsletters →