Team Herzog
Team Herzog
Our clients are concerned with the complexity of preserving their wealth from hidden roadblocks that can implode their life plan. Our priorities focus on tax efficiency, risk management, estate preservation and the passage of wealth. We take great care to uncover our clients’ life goals and why they are important to them and utilize many strategies to optimize their core values. Team Herzog brings 60 years of research and dedication to create flexibility and provide solutions for an ever-changing world.
Tax Efficiency
Wealth Management
Charity & Legacy

Did you know?
Team Herzog is a member of the Society for Financial Awareness (S.O.F.A.) and has exclusive rights to represent them throughout Brevard County and offer free educational seminars on financial literacy at your workplace.