As a Financial Advisor of over 25 years, Herb is experienced and qualified to address the diverse needs of each client as they financially prepare for their future. He provides recommendations for asset allocation, funding for education, retirement, as well as life and long-term care insurance.
He works closely with business owners, executive teams and their advisors to help pursue their financial goals and implement strategies to help meet their distinctive needs.
Services available include
- Investment Advisory Services
- Education Funding Options
- Key Man Protection
- Retirement Income Strategies
- Roth IRA’s
- Traditional IRA’s
- 401(k) Rollovers
- Western Michigan University
- Bachelor of Business Administration (1978)
Professional Registrations & Licenses
- FINRA Series 7
- FINRA Series 65
- FINRA Series 63
Herb and his wife, Denise, reside in Hudsonville, Michigan. Together they have 7 lovely children and 12 grandchildren. A retired long-distance runner, Herb stays active by biking, traveling and coaching his grandchildren.
Lindsay Coburn is vital to helping make sure each of our clients receives the individualized attention they deserve in the timely manner they need. Lindsay serves at the front line of our practice, to make sure your experience is always a positive one. As an Administrative Assistant, Lindsay is readily available to assist you in scheduling appointments or answering any non-investment related questions or service needs you may have.