Helping you protect your assets and making well informed decisions

Plan for tomorrow today!

Welcome

We are an independent broker acting in fiduciary capacity. You have worked hard to save and invest and now it is time to optimize and protect your savings to provide for your retirement and your loved ones. Feel free to call Michael directly to schedule time to discuss your situation.

What we do

Planning Futures

Herrmann Financial Group is as an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Our approach focuses on tailoring retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection and tax efficiencies. We have access to many different products and services for you to achieve your goals with limited or no risk. Our decades of experience helping clients prepare for the unknown while meeting their financial goals sets us apart from most other firms. We offer no cost, no obligation appointments to discuss your situation to determine if we can help.

Retirement Savings Optimization
Long Term Care Planning
Legacy and Estate planning
Medicare
Life Insurance
Business Agreements
Income Planning

Comprehensive Approach

We use proven finance strategies designed to meet your risk tolerance and protect against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.

Committed to Service

Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.

WE HAVE THE KNOWLEDGE AND EXPERIENCE TO HELP

Medicare

Click on to photo Look up Medicare Advantage and Prescription Drug plans we offer .

Life Insurance

Request to get quotes from some of our top carriers, we will customize to your needs

Annuities

We offer a variety of options from Fixed, Equity Indexed, Single Premium, Immediate or Deferred Contracts.

Employer Plans

Group Benefits - Medical, Dental, Vision, Life Insurance, 401k, Profit Sharing Plan

Business Owners

Plans to ensure Business Succession and retaining Key Employees.

Investments

Roth IRA, Traditional IRA, Self Employed Person IRA, 401k, 403b, Defined Benefit

NPN #2891824

ABOUT US

Michael K Herrmann, Owner and Independent Broker

Michael K. Herrmann started his career in insurance and financial services in Metro Phoenix Area in 1995 with MassMutual. For nearly 30 yeas he has helped folks in all aspects of making sound financial decisions.

Michael is an independent broker representing many carriers for Medicare Advantage Plans. Medicare Supplement Plans, Stand Alone Prescription Drug Plans, Life Insurance, Long Term Care, Fixed and Indexed Annuity Contracts. He holds Insurance Licenses in multiple States and FINRA Series 65 Investment Advisor Representative licensing.

He does not charge a fee to sit down and discuss your situation. All I ask is that if I can provide a solution to get you where you want, that you do business with me and not someone else you may know in the business.

He will listen and make recommendations as if you were a family member.

As a fiduciary and an experienced advisor regarding Retirement planning, Annuities, Life insurance, Disability, Long Term Care, Medicare, Medicaid, Health Insurance, Employee benefit plans, Pension Plans, 401k ,403b, IRA, Roth IRA, SEP-IRA, Profit Sharing plans, Key-man or Buy sell agreements, or 529 College Savings Plans he can help.

Michael and his wife Apryl reside in Mt. Juliet, TN with their 2 foster rescue dogs and enjoys seeing his 2 adult daughters as often as possible.

He would love to hear from you. Call Michael directly at

602-573-4405 or 615-202-1463

Contact Us

Get Started Today

Reach out with any questions or to set up a meeting to discover the best path to your financial freedom!

Herrmann Financial Group

602-573-4405 615-202-1463 mike@mkhfinancial.com PO Box 758 Mt. Juliet, TN 37121 PO Box 73317 Phoenix, AZ 85050

Hours

Monday - Friday: By appointment

Saturday: By appointment

Sunday: Closed

Helping you protect your assets and making well informed decisions

Welcome

What we do

Planning Futures

Comprehensive Approach

Committed to Service

WE HAVE THE KNOWLEDGE AND EXPERIENCE TO HELP

Medicare

Life Insurance

Annuities

Employer Plans

Business Owners

Investments

ABOUT US

Michael K Herrmann, Owner and Independent Broker

Contact Us

Get Started Today

Herrmann Financial Group

Hours

Email us

Reviews

Helping you protect your assets and making well informed decisions

Welcome

What we do

Planning Futures

Comprehensive Approach

Committed to Service

WE HAVE THE KNOWLEDGE AND EXPERIENCE TO HELP

Medicare

Life Insurance

Annuities

Employer Plans

Business Owners

Investments

ABOUT US

Michael K Herrmann, Owner and Independent Broker

Contact Us

Get Started Today

Herrmann Financial Group

Hours

Email us

Subscribe

Reviews