We are committed to be an integral part of your life planning team by helping you make smart financial and estate decisions through our uncompromising integrity, discipline, trust and personalized service.  The success of our ensemble team approach is not measured by performance statistics but rather by your success in achieving your goal.

Six Steps to a Brighter Financial Future

Herod Financial Services will lead you through this planning process on your road to financial success.

1. Take an Inventory

Discuss your philosophy of investing and risk management. List all your assets, liabilities and cash flow.

2. Set Financial Goals

What are your short, intermediate and long-term lifestyle and financial goals?

3. Identify Potential Obstacles

List things that could hinder your progress.

Such as.........

4. Develop a Written Plan

Together we'll structure a comprehensive custom blueprint for your financial security.

5. Implement the Recommendations

Carry out your plan through a series of action steps to maximize your financial goals.

6. Review and Revise

Consult with your Herod Financial Services advisor on a regular basis to ensure you are on course with your financial plan.

 

 

Manulife Financial

Manulife Financial is a leading Canada-based financial services group with principal operations in Asia, Canada and the United States. Our international network of employees, agents and distribution partners offers wealth management products and services including individual life insurance, group life and health insurance, long-term care services, pension products, annuities, mutual funds and banking products. We provide asset management services to institutional customers worldwide and offer reinsurance solutions, specializing in property and casualty retrocession.

The Company operates in Canada and Asia through the brand name “Manulife Financial” and in the United States primarily through the brand name “John Hancock“.

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