Leading Financial Innovation

Your Trusted Financial Partner, All the Financial Needs Under One Roof

Welcome to Herbert Financial Group, where all the financial needs under one roof are met with precision and expertise. Our expert team is dedicated to providing comprehensive financial solutions, designed to grow your wealth, protect your assets, and secure your future. From retirement planning to investment management and business protection strategies, we are your trusted partner every step of the way. At Herbert Financial Group, integrity and innovation drive our mission to help you make confident, informed decisions.

5000+

Completed Financial Projects

3000+

Happy Clients

30+

Financial Industry Awards

10+

Global Financial Offices

The Best Financial Services Under One Roof

R&D Tax Credit

Our R&D tax credit services are designed to help businesses reduce their tax burden and fuel innovation. With tailored strategies, we ensure your company thrives while benefiting from government incentives, all under one roof.

Cost Segregation Strategy

Maximize your cash flow with expert cost segregation strategies. We specialize in analyzing commercial properties to help clients reduce tax liabilities, ensuring financial success under one roof.

Cash Balance & Profit Sharing

Strengthen your retirement plans with cash balance and profit-sharing options. Our services provide financial security and growth for your business and employees, all under one roof.

Pension Planning

Plan for a secure future with personalized pension planning. We offer comprehensive strategies to ensure long-term financial stability, meeting all your financial needs under one roof.

Proactive Tax Positioning

Achieve financial success with proactive tax positioning strategies. We help you minimize tax liabilities and maximize savings, providing all the financial services you need under one roof.

Innovative Retirement Plans

We design innovative retirement plans that provide long-term financial security. Our expert team ensures your retirement strategy aligns with your goals, all under one roof.

Deferred Sales Trust

Unlock higher returns with our Deferred Sales Trust™ services. We help you defer capital gains taxes and maximize after-tax proceeds, delivering all the financial support you need under one roof.

Estate Planning

Protect your legacy with our comprehensive estate planning services. We ensure your assets are secured and your wishes fulfilled, all under one roof.

Herbert Financial Group Founder, Tania Herbert

Meet Tania Herbert, Founder & Visionary Leader of Herbert Financial Group

Tania Herbert: From Farmer's Market to Financial Markets

Born in a small village in the Andes mountains of Peru without electricity or running water, Tania Herbert began her entrepreneurial journey at just five years old, selling produce at local farmer's markets with her grandmother. These early experiences taught her how to connect with people, sell effectively, and develop a strong work ethic. Driven by a dream of education and opportunity, Tania made her way to the United States, earning her master's degree in finance from Azusa Pacific University in Southern California.

After an impressive career as a captive life insurance agent where she earned Rookie of the Year and Million Dollar Round Table in her first year during the 2008 recession, Tania realized her dream in 2021 by founding Herbert Financial Group from her basement. Within just three years, the business grew enough for her to purchase her own building in Monrovia, California. Her firm specializes in helping business owners with tax mitigation strategies using life insurance and cash balance plans, serving clients across industries including construction, welding, dentistry, engineering, and meat markets.

Tania credits her success to strategic vision and surrounding herself with talented professionals. Her team includes CPAs, enrolled agents, senior accountants, and financial analysts who share her vision and values. As Lafayette Life's top pension producer and top producing agent in 2024, Tania balances her professional achievements with family priorities, including her 8-year-old daughter Micaela, mother Amalia, brother-in-law Alfredo, nephew Smith, and fiancé Ashraf "Andy" Hanna. Looking ahead, Tania plans to acquire another office building and eventually expand Herbert Financial Group to 20 locations as a franchise, creating a lasting legacy of financial empowerment.

Connect with Tania +1 (818) 213-1388

Cost Segregation Strategy

Maximize your tax savings with our cost segregation strategies that unlock value for commercial properties, all under one roof.

R&D Tax Credit

Drive innovation and benefit from the R&D tax credit. We help businesses thrive with tailored tax incentives, all under one roof.

Estate Planning

Ensure your legacy is protected with comprehensive estate planning services, covering all your financial needs under one roof.

Why Choose Herbert Financial Group

Comprehensive financial solutions tailored to meet all your business and personal needs, under one roof.

Tax Strategy Consulting

Maximize your savings and minimize tax liabilities with expert strategies tailored for optimal financial success, all provided under one roof.

Business Financial Planning

Ensure the growth and stability of your business with our comprehensive financial planning services, all provided under one roof by financial experts.

Retirement & Pension Planning

Plan for a secure future with personalized retirement and pension strategies that are designed to meet your unique needs, all under one roof.

Estate & Legacy Planning

Protect and preserve your legacy for future generations with our comprehensive estate planning services, all under one roof.

See how our clients have achieved financial success

"Herbert Financial Group transformed our tax strategy. They helped us save significantly, providing expert advice and unmatched dedication to our financial health, all under one roof."

"Working with Herbert Financial Group has been a game-changer. Their business financial planning services ensured that all our financial needs were met under one roof, keeping us on track for sustainable growth."

"Thanks to Herbert Financial Group’s retirement planning services, we’re confident in our financial future. They tailored a comprehensive plan that met all of our needs, all under one roof."

All of your financial transactions in one simple, secure flow of data

Harmonious Collaboration

Collaborate effortlessly with Herbert Financial Group. Our secure solutions streamline your transactions and ensure accuracy, covering all your financial needs under one roof.

Steadfast Reliability

Trust Herbert Financial Group to deliver secure and reliable transactions. Our commitment to archiving every session reduces risk and enhances security, ensuring all your financial needs are met under one roof.

Personalized Solutions

Herbert Financial Group offers personalized solutions, giving you the freedom to manage your financial needs when and how you prefer. We provide all your financial services under one roof.

Success Without Borders: A Journey from Nothing to Millionaires by Tania Herbert

Empowering People to Overcome Obstacles and Achieve Their Dreams with Herbert Financial Group

In "Success Without Borders," Tania Herbert, founder of Herbert Financial Group, shares her incredible journey of overcoming adversity and the inspiring stories of individuals who rose from humble beginnings to achieve their dreams. This book highlights that success isn’t a one-size-fits-all formula. Whether through wealth, personal fulfillment, or giving back, "Success Without Borders" explores the many forms of success, offering real-life examples of people who have achieved it.

Drawing from her personal experience of starting with nothing and building Herbert Financial Group into a leading financial consulting firm, Tania reveals the power of resilience, perseverance, and vision. The stories in this book show that with the right mindset, anything is possible, no matter where you start. "Success Without Borders" isn’t just about financial success but about overcoming the odds to turn dreams into reality. Entrepreneurs, professionals, and dreamers alike will find the motivation and insights needed to pursue their own paths to success, all under one roof with Herbert Financial Group.

Success Without Borders - Book Cover by Tania Herbert

What Our Clients Say

Client Testimonials

Thomas M Pham, DMD

3 weeks ago

Great group of people. Very professional and knowledgable especially for tax planning.

Pedro Cortes

2 weeks ago

Being a client of Herbert Financial Group is one of my best experiences. They have tax preparers, accountants, and more. They are all professionals. Mrs. Tania is a hardworking woman who gives help to everyone who needs it. I am so grateful for her services.

Jaime Gonzalez

2 months ago

I cannot speak highly enough about Herbert Financial Group! Their expertise in managing living trusts, taxes, life insurance needs, and investments is unparalleled. They truly are a one-stop operation, making it incredibly convenient to handle all my financial needs under one roof.

Marianne Tadros

4 months ago

Tania and the team, at Herbert Financial Group were exceptional – professional, helpful, and always going the extra mile to ensure our success. Their personalized service and expert guidance made the entire process smooth and stress-free. If you want to supercharge your tax savings and work with a team that truly cares about your success, Herbert Financial Group is the way to go. Don't miss out on this opportunity to transform your financial future with the best in the business. Thank you, Herbert Financial Group, for your outstanding service – you've won a customer for life!

Stefan Yossifov

a week ago

To get straight to the point: these people deliver results!In March, 2024, on a referral by a friend, I went to them for assistance with getting an SBA loan, which I had only a glimmer of hope I could get, because everyone else had told me that my business lacked the longevity, track record, and financials to qualify for approval under the stringent government guidelines. Andy and Tania took a thorough look at my business, my idea, and me as an applicant, following which they assured me there was a loan program, for which I can qualify. Then, they patiently guided me through the incredibly tortuous process of getting the loan. In the end, the SBA approved and funded a $200,000 business expansion loan, which has already helped accelerate my growth from a small to a mid-size business. The people working at the company are courteous, professional, and extremely knowledgeable and well-informed, boasting decades of experience in the financial services industry. So, good luck—you have found the right people! Stefan

Phil Eisenstein

5 days ago

Just recently had life changing surgery and I reached out to Andy, He was more than accommodating in every aspect. Him and his group are top notch! They have a customer for life !

The values that move us...
beyond documents

Who You Are Is Who We Are

We celebrate individuality and collaboration. Our team thrives on authenticity and diversity, creating stronger financial solutions for all your needs under one roof.

The Fearless

We embody fearlessness with trust and transparency, empowering our clients with secure financial strategies that help them achieve their goals, all under one roof.

The Relentless

Our pursuit of excellence is relentless. At Herbert Financial Group, we continuously learn and innovate, ensuring we offer the best financial solutions, all under one roof.

The Limitless

Innovation knows no limits. We constantly push boundaries to create groundbreaking financial strategies, providing all your financial services under one roof.

The Compassionate

Compassion drives us. We lead with empathy and make a positive impact on our clients and communities, delivering all their financial needs under one roof.

Providing comprehensive financial solutions for a secure future

Frequently Asked Questions

What types of financial services do you offer?

We offer a range of financial services including investment planning, retirement planning, and personalized financial advice.

How can I schedule a consultation?

You can schedule a consultation by contacting us through our website or calling our office during business hours.

What should I prepare for my initial consultation?

For your initial consultation, please bring any relevant financial documents and your goals for financial planning.

Do you offer online consultations?

Yes, we offer online consultations for your convenience. You can schedule a virtual meeting through our website.

How can I get in touch with your team?

You can reach out to our team via email, phone, or through the contact form on our website.

What is your cancellation policy?

We require 24-hour notice for cancellations. Please contact our office if you need to reschedule your appointment.

Request a Free Callback from the Best Financial Group - Herbert Financial Group

Working with Herbert Financial Group has transformed many clients’ financial journeys.
Let us help you meet all your financial needs under one roof with expert advice.

Your Trusted Financial Partner, All the Financial Needs Under One Roof

5000+

3000+

30+

10+