Herbert Financial Group

03/05/2026

HFG Wealth Advisors and Partners Scott Torosian and Kara Case, along with HFG Director of Investments, Mike Genna, recently hosted a virtual presentation for GM executives, or any GM stockholder, covering two timely topics:

- The 2026 outlook for GM stock — including valuation drivers, industry trends, and market sentiment.
- How RSUs/PSUs are taxed — and strategies to manage vesting events, diversify effectively, and reduce tax impact.

The full replay is now available on demand. Whether you hold GM equity or simply follow the stock closely, you’ll gain perspective you can use this year.

👉 CLICK HERE TO WATCH: https://www.hfgllc.com/2026-gm-rsu-psu-presentation

If you’d like to discuss how these insights apply to your personal financial plan, feel free to schedule a time by reaching out to HFG Director of Marketing, Liz Kasha at 248-482-2603 or [email protected].

02/12/2026

Should you defer some of your GM Incentive Pay to your RSP?

Want to find your optimal deferral amount?

Our financial planners can run a custom 401(k) optimizer analysis for you.

Call Liz, our Director of Marketing, at 248-482 2603 or email [email protected] to schedule your complimentary session today.

02/28/2025

Don't miss our exclusive GM Stock Analysis Event!

13 March An Exclusive GM Stock Analysis Event: Your RSU & PSU Compensation Description Leverage the power of your GM stock with expert-driven strategies. Join HFG for a distinguished dinner event where our panel will share insights on GM stock performance, tax-efficient strategies, & portfolio diver...

02/13/2025

Leverage the power of your GM stock with expert-driven strategies. Join HFG for a distinguished dinner event where our panel will share insights on GM stock performance, tax-efficient strategies, & portfolio diversification.

Learn More: https://www.hfgllc.com/events/an-exclusive-gm-stock-analysis-event-your-rsu-psu-compensation-1

02/13/2025

Navigating career transitions can be overwhelming, but you don’t have to do it alone. With 40 years of experience guiding GM employees through retirement & downsizing, we are here to help plan your next steps with confidence.

Learn More: https://www.hfgllc.com/blog/gm-involuntary-severance-february-2025

07/17/2024

LPL Research recently unveiled Midyear Outlook 2024: Still Waiting for the Turn, the semi-annual report that recaps where markets and the economy have been over the first half of 2024.

Read the report here: https://www.hfgllc.com/blog/2024-midyear-outlook-still-waiting-for-the-turn

07/01/2024

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

06/24/2024

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

06/06/2024

Herbert Financial Group was honored to host our first ever Intern Recruitment Extravaganza!

Students from various colleges had the opportunity to learn more about our company and culture, interact with professionals in the field, and gain hands-on experience through our case study activity. The expo concluded with an exciting evening spent at a Home Plate suite to watch the Detroit Tigers take on the Toronto Blue Jays at Comerica Park!

Here are a few photo highlights from the day!

05/31/2024

Building a personal may be the highest order of altruism. It can begin with four simple steps.

A four-step framework for building a personal legacy.

05/29/2024

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?

This calculator can help you estimate how much you may need to save for retirement.