Frequently, asset accumulation, distribution and transfer needs are discovered during a significant life changing event like a divorce, changing jobs, selling your business, receiving an inheritance, retiring or some other life changing scenario. If you are facing one of these scenarios or something similar, then please give me a call. I am always glad to help.

Are you confused by the financial marketplace? If so, I can help you understand it and how to use its' tools to serve your financial needs.

Click on the option above to contact me.

~ Tom Herrin, CFP®, CLU®, ChFC®

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.