Trader Wealth Management LLC
Bill Herr CPA CFP
CERTIFIED FINANCIAL PLANNER™ Certificant, CPA
"Participate but Protect"
Suite 1570
We are a firm that offers comprehensive services focused on developing a personal relationship with you. This enables us to provide customized investment management and financial planning, efficient tax preparation and forward-looking retirement and estate planning that addresses your personal objectives and goals. Because we are an independent, specialized, boutique firm, we offer unbiased advice and products tailored to your unique situation and we are always available to you.
Articles
Digitize and organize your finances in the new year
Being smarter about money is one of the most common New Year's resolutions,
whether it's cutting back on spending, saving more, or making sure to pay
bills on time to avoid late fees. Making good on those promises is easier
than ever, thanks to the gadgets that are constantly by our sides or in our
hands.
more
Women's finances: Embrace the power of the purse
Every woman should have a healthy relationship with money, but
the reality is that many women still heavily rely on men to handle
their finances. Now is the time for women to break out of the
traditional role and take action to gain financial independence.
more
The time is now to start saving for retirement
Retirement may be right around the corner or a far off thought, depending
on where you are in life. But no matter if you plan to retire in five years
or 30 years, now is the time to take action.
more
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