One of the many benefits of working with an independent financial representative is that we are able to provide a "local" presence with personable service. We take the time to fully understand our client's: Current Situation, Goals, Family Dynamics, Feelings

Hebert Financial Services provides quality comprehensive wealth management planning. We take a team approach and address these three primary areas in meeting the needs of our clients:

Accumulation of Assets

Saving for specific goals, such as retirement, college or a second home.

Distribution of Assets

Providing an income at retirement, before retirement or upon death.

Capital Preservation

Accounting for risk and taxes.

We’re here to help you grow

We Work With:

73+ Yr old

Retired Silent Generation
Someone who is family oriented

65 - 72 Yr old

Retired Baby Boomer
Someone who is engaging

51 - 69 Yr old

Pre-Retired Baby Boomer
Someone who is open to coaching from a financial professional

34 - 51 Yr old

Pre-Retired Generation X
Someone who has the desire to improve their financial situation

34 and under

Pre-Retired Millennial
Someone who is willing to work to reach their goals & is open to new ideas

Hebert Financial Employment Group Benefits

Hebert Financial Services is an independent firm that offers comprehensive Employer Group Benefit Plans. We work with hundreds of small business owners in the state of Texas. Our team will assist with every step of the process from:

  • Plan design
  • Shopping carriers for the most affordable plans
  • Initial group enrollment
  • Annual open enrollment
  • Account management
  • Assistance with claims-related issues

If you already have group benefits, we can become your local servicing agent.

Health Insurance Carriers

  • Blue Cross Blue Shield
  • United Health Care
  • Humana
  • Memorial Hermann
  • Aetna

Ancillary Carriers

  • Delta Dental
  • Dental Select
  • Ameritas
  • Colonial Life
  • Guardian
  • Principal
  • John Hancock

Ancillary Benefits

  • Dental
  • Vision
  • Group Life Insurance
  • Disability
  • Payroll Services
  • 401k

How can we help?

We provide assistance in the following areas:

Retirement Planning

  • Consolidation, Transfers and Rollovers, 401(k), 403(b), and 457 Plans
  • Individual Retirement Accounts
    • Traditional
    • Roth
    • SEP
    • SIMPLE
    • Multi-Generational

Financial and Investment Planning

  • Mutual Funds and ETF's (Exchange Traded Funds)
  • Fixed and Variable Annuities
  • Education Funding Techniques
    • 529 Plans
    • UTMA
  • Retirement Income Projection
  • Estate and Legacy Planning
  • Portfolio and Beneficiary Reviews
  • Tax Planning and Estate Conservation

Insurance Planning/Risk Management

  • Life Insurance
  • Health Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance
  • Section 125 Cafeteria Plan (Health Savings Account)
  • Medicare

Business Planning

  • Group Retirement Plans
    • 401(k)
    • Simple IRA
    • SEP
  • Buy-Sell Planning
  • Group Benefits

Meet BRYANT WILSON

Bryant graduated from Texas State University in 2006 and from Capella University with a Masters of Business Administration in 2016. Bryant is currently a licensed insurance agent as well as working to become securities registered. Bryant has years of experience in the insurance industry and will be serving our clients in the Texas Hill Country.

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