Kara
Wealth Advisor @Herbert Financial Group
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WORK HISTORY
Wealth Advisor @Herbert Financial Group
About the Company • Independently owned and operated since 1985 • Provides comprehensive personal financial services to more than 900 clients • Named a FIVE STAR Wealth Manager by Hour Detroit Magazine • Extensive experience in retirement planning for GM and automotive employees • Corporate sponsor of the Cystic Fibrosis Foundation’s annual Great Strides Walk • Corporate sponsor of the Juvenile Diabetes Foundation\'s annual Walk to Cure Diabetes Areas of Expertise • Financial and retirement planning through goals based wealth management • Executive compensation • Estate planning • Tax planning services • Investments including managed investment portfolios, mutual funds, exchange traded funds, real estate investment trusts, direct participation programs, and limited partnerships • Insurance including life, health, and annuities • 401 (k) transition assistance/management • Education account planning • NextGen planning for clients’ children • Technology via our client portal including account consolidation software, “robo-advisor” alternative options, and video conferencing Securities offered through LPL Financial, a registered broker dealer, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. The representative associated with this site may only discuss/transact business in the following states: Michigan. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Herbert Financial Group is not affiliated with LPL Financial.
EDUCATION
Michigan State University
Bachelor of Arts (B.A.), Finance; Spanish
Notre Dame Preparatory School
Diploma and International Baccalaureate Diploma, High School
Wall Street Training
Finance
ABOUT KARA
I work closely with self-employed individuals and business owners to provide financial…
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