Hereford Financial is an independent, fee-only financial planning firm focused on educating and guiding early and mid-career equity compensated professionals, as well as individuals and families preparing for or already in retirement.
Our Financial Planning and Investment Management process focuses on simplifying the complexity of personal finances. We specialize in educating equity compensated professionals around their packages. Our process can help guide you through merger activity or an IPO, using a multi-year planning strategy to smooth out your tax burden and align your money with your values and goals. For those entering or in retirement, we put together a plan to turn your life savings into a reliable stream of income and focus on tax efficient withdrawal strategies .