Investment Portfolios
At Herz we only work with long-term asset portfolios. We maintain a steadfast focus on risk minimization through diversification strategies. Our philosophy is to reduce the impact of volatility on your portfolio through extensive asset allocation and proper selection of asset classes and investment managers.
Tax Strategies
Whether you’re looking to defer taxes, pay taxes currently, or reduce tax payments, Herz will utilize the most tax efficient strategy. The impact of a poor tax strategy can significantly erode your accomplishments. That’s why the tax implications of your assets in terms of growth and eventual transfer are essential to any Herz plan.
Income Maximization
Living the lifestyle that you are accustomed to requires structuring your assets to maximize your income. At Herz we specialize in providing guaranteed income streams for retirement, business obligations, and all your lifestyle needs.selection of asset classes and investment managers.
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Securities
Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC AIC and Herz Financial are not affiliated. Additional products and services may be available through Herz Financial that are not offered through AIC. Securities products are limited to residents of CT, FL, MA, NY
This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Herz Financial will contact you to provide requested information.
Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
