HERITAGE. INTEGRITY. A PASSION FOR RESULTS.
With a rich history spanning over half a century, the Herman Agency has consistently and skillfully delivered compelling results with integrity and passion.
We provide a comprehensive platform of insurance planning solutions and a commanding knowledge of how to optimally design and integrate those solutions into a client’s estate and business plan.
The Legacy Bridge TM
Insuring Family and business goals
For affluent families, the intricacies and complexities associated with managing wealth can threaten peace of mind, legacy, and enjoyment. Tax implications, liquidity concerns, business succession planning, and risk management matters can all create anxiety if not attended with care.
To address the risks, families need experts, not products.
They need critical thinking and strategy, not merely tactics.
The Herman Agency operates with a bias towards principled, exhaustive analysis, authentic and impartial advice, and a comprehensive, confidential process. Through The Legacy BridgeTM, we offer integrated wealth protection strategies that dramatically transform ambiguity into clarity, complexity into simplicity, and uncertainty into confidence.
1
Engage. Listen. Learn.
We begin by listening. Our initial meeting consists of a detailed discussion about your estate, business and family needs and goals. We gather details and communicate about our proccess and next steps, and procure a commitment to the process.
Stage One
Engage. Listen. Learn.
We begin by listening. Our initial meeting consists of a detailed discussion about your estate, business and family needs and goals. We gather details and communicate about our proccess and next steps, and procure a commitment to the process
1
2
Architect. Design. Model.
First, we coalesce a collaborative planning team. We then architect a model of your business and personal world assembled with financial and presonal detail, your cash flow needs, and an opportunity cost analysis
Stage two
Architect. Design. Model.
First, we coalesce a collaborative planning team. We then architect a model of your business and personal world assembled with financial and presonal detail, your cash flow needs, and an opportunity cost analysis<
2
3
Present. Review. Reflect.
We meet again to review our analysis together and map the strategies back to your needs and goals. We validate and communicate. then solicit feedback and ideas for revision
Stage three
Present. Review. Reflect.
We meet again to review our analysis together and map the strategies back to your needs and goals. We validate and communicate. then solicit feedback and ideas for revision
3
4
Refine. Revise. Improve.
Again, our team collaborates to improve your financial model given the updated inputs. We reframe all necessary assumptions, and rebuild our model again and again until it works.
Stage Four
Refine. Revise. Improve.
Again, our team collaborates to improve your financial model given the updated inputs. We reframe all necessary assumptions, and rebuild our model again and again until it works.
4
5
Resolve. Finalize. Solidify.
We review the updated, refined plan and confirm the changes are optimal to solve for the needs you’ve prioritized. We procure a commitment to implement.
Stage five
Resolve. Finalize. Solidify.
We review the updated, refined plan and confirm the changes are optimal to solve for the needs you’ve prioritized. We procure a commitment to implement.
5
6
Implement. Activate. Oversee.
Focusing on clear, consistent communication and flawless execution, our team implements your plan. We provide routine Implementation Roadmap updates for your convenience.
Stage Six
Implement. Activate. Oversee.
Focusing on clear, consistent communication and flawless execution, our team implements your plan. We provide routine Implementation Roadmap updates for your convenience.
6
7
Service. Support. Protect.
The Herman Agency takes pride in supporting the plan created far beyond the initial engagement. Our support offers annual policy reviews and plan monitoring.
Stage seven
Service. Support. Protect.
The Herman Agency takes pride in supporting the plan created far beyond the initial engagement. Our support offers annual policy reviews and plan monitoring.
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