2416 West Main Street
Visalia, California 93277

(559) 738-8600
info@hermeswealth.com

 

Financial Planning & Services

  • Financial Position
    • Life Event Planning
    • Accumulation Goals
  • Business Planning
    • Starting a New Business
    • Retirement Planning for Small Businesses
      • Traditional, Roth, SEP & Simple IRAs
      • Solo 401 (k) & Profit Sharing Plans
      • 401 (k) & Profit Sharing Plans
      • Defined Benefits Plans
      • Cash Balance Plans
    • Key Person Coverage
    • Executive Benefit Planning for C-Corps
    • Executive Benefit Planning for S-Corps & LLCs
  • Business Exit/Succession Strategies
    • Strategic Buyer
    • Leverage Buyout (LBO)
    • Management Buyout (MBO)
    • Employee Stock Ownership Program (ESOP)
    • Leverage Recapitalization
    • Private Initial Public Offering (IPO) or Private Placement of Equity
    • Estate Planning Transition Plans
  • Social Security/Medicare Planning
  • Year End Planning
  • Asset Preservation Strategies
  • Investment Planning
  • Tax Services
  • Education Planning
  • Retirement Planning
  • Estate Planning 
  • Philanthropic Planning
  • Health & Wealth Planning
 
 

Have A Question?







Thank you! Oops!

Recommended Content

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.