What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

Honored to be an award recipient

I am very proud to be recognized as one AdvisorHub's Advisors to Watch in 2022 and a Forbes Best-In-State Wealth Advisor in 2023. I am pleased to be a part of this respected group—because it means I’m serving my clients well.

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Bill Herf, CFP®

Bill Herf, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

480-609-4922
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The financial impact of dementia

Cover art - Preparing for the expected The financial impact of cognitive decline workbookAlzheimer’s disease and cognitive decline have a devastating impact not just on those with disease.  It’s also a physical, emotional and financial burden on caregivers – a job that usually falls on family members.  

In this Wealth Insights Report, we surveyed 1,000 current and former caregivers of family members to gain insights into the impact of cognitive decline on their loved ones – and to better understand the financial burden associated with caregiving.

Download the financial impact of cognitive decline wealth insights report