David Hergert, CFP

10/20/2026

A strong password is your first line of defense in the digital world.When was the last time you updated yours?

10/19/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

10/16/2026

Your business equity touches everything— growth, taxes, and your personal future. We can help you potentially turn complexity into clarity and create real financial momentum with tips to grow and preserve your business equity.

10/15/2026

Reaching your retirement goals starts with drawing a roadmap. We discuss important retirement planning factors, highlight smart investing tips and strategies, and examine some retirement income sources and how to help make that money last. Learn more: https://bit.ly/4s6swSd

10/14/2026

An estate plan isn't just for the ultra-wealthy. Join us to learn how an estate plan can help you care for the people and things you love after you’re gone. https://bit.ly/4yRkQGf

10/13/2026

Having a strong financial foundation can help you feel more confident about your financial well-being now and in the future. Regardless of where you are currently in your financial journey, join us for a session that will provide valuable information about how to define and achieve your short and long-term financial goals. We’ll share methods for creating a budget, discuss how to manage debt, and talk about saving and investing for your future. https://bit.ly/4s2C5kY

10/12/2026

Money grows over time, like the confidence that comes from being prepared for life's trials. The strongest safety net is the one you start building before you need it.

10/10/2026

Financial planning is more than numbers. It's about aligning your resources with your goals and priorities. Happy World Financial Planning Day!

10/09/2026

Many people in the sandwich generation face unique financial and emotional pressures as they balance caring for aging parents while still supporting younger children. Join us to learn practical strategies that can help you preserve your long‑term financial future while confidently supporting the people who matter most. Learn more: https://bit.ly/4ifmJ8D

10/08/2026

As we enter the second half of 2026, strong earnings, AI innovation and a resilient economy continue to support markets. But with expectations running high, investors may face more volatility in the months ahead. Let’s connect if you’d like to discuss risks and potential opportunities in this changing environment.

Find out why markets may need to clear a higher bar in the back half of the year.