635 W Foothill Blvd, Monrovia, CA 91016, United States
info@herbert-financial.com
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R&D Tax Credit
Optimize tax savings with R&D credits designed for businesses seeking innovation.
Cost Segregation Strategy
Accelerate tax depreciation and cash flow with tailored strategies for real estate.
Cash Balance Profit Sharing
Maximize business profit distribution with flexible cash balance solutions.
Pension Planning
Secure your future with personalized pension strategies tailored to your needs.
Proactive Tax Positioning
Minimize tax exposure through proactive planning that aligns with your financial goals.
Innovative Retirement Plans
Plan for retirement with cutting-edge strategies that secure your long-term financial health.
Deferred Sales Trust
Defer taxes on appreciated assets while preserving wealth with a sales trust strategy.
Estate Planning
Ensure smooth transfer of assets and minimize taxes with comprehensive estate planning.
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+1 (818) 213-1388
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Blogs
Explore insights from Herbert Financial Group to help you meet all your financial needs under one roof. Stay informed with expert advice and tailored financial strategies that align with your business and personal goals.
Financial Planning
Effective Financial Planning Strategies for a Secure Future
by
Herbert Financial Group
1 day ago
Investment Strategies
Designing Customized Investment Strategies for Long-Term Success
by
Herbert Financial Group
2 days ago
Tax & Estate Planning
Expert Tax and Estate Management for Optimal Financial Health
by
Herbert Financial Group
3 days ago