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Personal and Family Services

Services Made for Your Goals

Some firms prioritize their own bottom line, potentially leading to recommendations that don't fully serve clients' best interests. At Hebert Financial Services, we've chosen a different approach. Our commitment to independence is unwavering, ensuring our focus remains solely on delivering the most suitable solutions for our clients.

Financial Planning

We deeply consider your values, goals, and objectives across short, intermediate, and long-term horizons, as well as your current financial standing. Crafting a financial roadmap, we pave the way for you to realize the lifestyle you envision for both the present and future. But our commitment doesn't end there. We aspire to be your lifelong financial ally, equipped to navigate and support you for life.

Retirement Planning

Retirement planning is our specialty. We adopt a comprehensive approach to assess your readiness for retirement, considering key factors such as social well-being, health, personal relationships, self-identity, and financial stability. Our services encompass in-depth investment strategies, fixed income planning, cash flow management, and tailored solutions to address healthcare gaps, especially for early retirees.

Investment Management

Our independence empowers us to choose from a wide range of investment products, free from any pressure to promote proprietary offerings. Our transparent compensation approach ensures clarity in our investment management services. Our experienced team delivers unbiased investment advice and personalized strategies to align with your goals.

Insurance & Risk Management

Your journey to this point has been marked by dedication, and safeguarding your priorities should hold paramount importance. Adequate insurance planning can serve as a shield for you, your loved ones, and the life you've meticulously constructed. Our seasoned insurance planners are equipped to evaluate your risk exposure and guide you towards the ideal coverage options.

Estate & Legacy Planning

Estate planning is a pillar within your comprehensive financial strategy, serving as a profound investment in your family and legacy. Our adept estate planning team collaborates with your legal counsel to navigate the essential questions and stages, ensuring a robust estate plan takes shape. We're also well-equipped to assess and facilitate updates to existing plans, ensuring they remain in alignment with your needs.

Entity Planning

Discover the transformative potential of trusts and wills in crafting a lasting legacy. Our financial advisors specialize in comprehensive estate planning, where we help you navigate the intricacies of asset preservation, wealth distribution, and probate avoidance. With meticulous care, we help to ensure your assets are passed on efficiently, safeguarding the interests of vulnerable beneficiaries and maintaining your family's financial privacy. Through strategic planning, we also work to minimize estate taxes, facilitate charitable giving, and ensure a seamless transition of business assets. Your financial future and the legacy you leave behind are our priorities.

Trusts & Wills

In addition to individual estate planning, our services extend to entity planning, a vital aspect of securing your family's financial future. Entity planning involves structuring and managing business entities, trusts, and other legal structures to optimize asset protection, tax efficiency, and seamless succession. Our experienced team collaborates with business owners to craft tailored strategies designed to safeguard your hard-earned assets while ensuring a smooth transition of ownership. Whether you're a small business owner, partner in a corporation, or oversee multiple entities, we offer comprehensive entity planning solutions to fortify your legacy, protect your interests, and minimize financial risks.

Tax Planning

We focus on optimizing your income with thoughtful tax planning. We pinpoint opportunities for increased tax savings and create strategies that fit your unique situation. By working alongside your tax preparer, we ensure seamless implementation of your plans. As tax seasons come around, we revisit your situation, making necessary adjustments to align with your changing life circumstances.

*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cambridge Investment Research nor any of its representatives may give legal or tax advice.

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Our Approach

Nurturing lifelong bonds of trust and friendship through service and success.

Our Approach

Our Team

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