Liz Herman has been in the Financial Services industry her entire career. In addition to asset management and protection, Liz has extensive experience in small business and personal financial management, including helping her clients navigate through important banking and lending matters. Her passion is working with women who are successful business owners, entrepreneurs, or their family’s CFO.
Liz will guide and accompany you on your quest toward maximizing your financial success by helping you conquer challenges such as:
- Navigating through a busy life to better manage what can seem like financial chaos and it's effect on your business and personal financial health
- Understanding the complex financial issues you face that you must transcend in order to achieve the financial security you crave
- Defining and creating boundaries that enable you to care for those you love while protecting your own financial security
Your unique “Route to Financial Success” can include tools and techniques such as:
-Fee-only financial planning
-Investment services – both commission products & active management
-Life, Disability, and Long Term Care Insurance
Liz resides in Montgomery County, Pennsylvania with her husband. They enjoy spending time with their three children and their extended families. Liz is licensed to practice in PA, NJ, and DE.
528 W. Market St. Perkasie, PA 18944