Bob Hertz | (708) 363-8121
Live Your Life Free From Financial Concerns
Financial Planning:
More than Saving Money
Financial planning is critical to a successful retirement. Yet most people approach this task with anxiety and concerns.
- Will I have enough to retire?
- When can I retire?
- How much do I have to save each year to maintain my current lifestyle?
- When do I take Social Security?
- What is my long-term care plan?
- What do I want to leave for my children?
As a financial and tax planner, I work alongside you to inform and to educate so that you can make the right decisions regarding your money and your future. I can provide smart money strategies to minimize your taxes and optimize your retirement savings.
Money strategies that get you ready for retirement
maximizing retirement income
When to take social security
MINIMIZE TAXes
plans for medical expenses
You’ve worked hard to build your nest egg.
Protect it against loss with income that you can’t outlive.
Free up your other assets to give you more control, choice and freedom.
ABOUT
Bob Hertz
During my 20+ years in financial services it has been my singular purpose to serve clients by first learning what their views are on their goals, values and dreams.
I believe that’s what financial and life plans are built on.
The numbers are easy. The computer does that anyway.
I work with my clients to find every way to have their money work more efficiently so they don’t needlessly hand over dollars to others (financial institutions, tax collectors etc.) which they can never get back. Not losing money like that is the best way to save money.
The end goal is a life free from financial concerns.
“My only focus is on YOU! Your Dreams, Your Values, Your Decisions.”
YOUR FINANCIAL EDUCATION starts with our
MONEY SCHOOLS
An Educated Consumer is an Informed Consumer
Free Tips on How to Protect your Future Wealth and Health.
Our partners host and online Money School webinar are every other Monday night.
Hosted by key industry leaders, you will learn helpful hints and little-known secrets on how to save, keep, grow, and protect your money.
Visit Often. Topics change regularly.
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* MISSION ONE MILLION retails for $24.95, but I bought it for you!
Free eBook!
With every dollar there is an opportunity to spend it or save it.
CLICK BELOW to access a free copy of MISSION ONE MILLION by my colleagues, Merle Gilley and Steve Burton.
Together, the Mission ONE Million team has helped thousands take control of their money and create wealth.
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“The best way to predict the future is to create it.”
~ Abraham Lincoln
Bob Hertz
Recommended Reading List
100% Free Consultation
No Cost. No Obligation.
Schedule A Time Convenient For You On My Online Calendar.
Meetings Can Be Conducted Virtually Online, In-Person and By Phone.
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