What We Do

Personal & Business Services

Here at Herrod Financial Group, we offer a wide array of services to help individuals, families, and business owners address their financial needs, help them grow, and protect and conserve their wealth.

  • Financial Planning
  • Retirement Planning
  • 401(k) and IRA Rollovers
  • Wealth Management
  • Estate Planning
  • Mutual Funds
  • Stocks
  • Investment Management
  • Charitable Planning
  • Succession Planning
  • Key Person Insurance
  • Asset Protection
  • 520 College Planning
  • SIMPLE IRAs
  • Executive Benefits
  • Funding Deferred Compensation
  • Funding Buy-Sell Agreements
  • Disability Income
  • Extended Care Needs
  • Fixed Income Securities

Investment Services

Eagle Strategies LLC, a Registered Investment Adviser and an indirect, wholly-owned subsidiary of New York Life, is a provider of holistic investment advisory and financial planning services. We leverage Eagle's sophisticated wealth management platform, comprised of many of today's leading investment managers, to design customized investment solutions to help address our clients' unique investment objectives and risk tolerance levels. Our firm's breadth and investment knowledge, coupled with Eagle's diverse team of investment experts, allows us to provide the continuous financial guidance needed to help our clients achieve long-term financial success.

  • Fund Advisory Program
  • Separately Managed Accounts
  • Rep Directed Program

Insurance & Annuities

Life Insurance

Many people think that life insurance is only for people with families. While it is true that life insurance can help provide for the needs of dependents, life insurance also can be an important part of a well-thought-out estate, business succession or charitable giving plan. And permanent life insurance offers many living benefits as well, such as tax-deferred cash value accumulation. For all of these reasons, life insurance can be important for someone starting out - or for someone who's starting over.

  • Whole Life
  • Term Life
  • Universal Life
  • Variable Universal Life

Annuities

An annuity is a unique financial vehicle designed to help you accumulate money for your retirement and/or turn a lump-sum of money into a guaranteed stream of income payments. Deferred annuities offer the advantage of tax-deferral and can be used to accumulate money for retirement. Income annuities are used to generate a stream of income payments that is guaranteed to last for as long as you need it to - even for the rest of your life. We offer a variety of annuities including:

  • Variable Deferred Annuities
  • Lifetime Income Annuities
  • Fixed Deferred Annuities

Disability & Long Term Care

To execute a sound retirement strategy, asset and income protection are a must. Designing a plan that includes Long Term Care and Disability Income Insurance helps protect your assets.