Lorenzo Herman

BFA™

Growth Advisor

State(s) Licensed:   AL, AR Insurance Lic. #19934654, DE, GA, IL, IN, LA, MS, NC, OH, SC, TN, TX, VA

Phone 901-305-7785
Address

775 Ridge Lake Blvd Suite 175
Memphis, TN 38120

Lorenzo Herman

State(s) Licensed:   AL, AR Insurance Lic. #19934654, DE, GA, IL, IN, LA, MS, NC, OH, SC, TN, TX, VA

Money is a tool that allows us to achieve whatever purpose God has put us here to live out!

Dedicated planning your way


Getting a holistic picture of your finances and identifying your next steps isn’t always easy or clear. That’s why I’m here to provide the expertise and support you need.


As a financial professional licensed to offer advisory services, I can take a

comprehensive look at your financial landscape and provide specific

written recommendations to help ensure you’re well positioned to reach

your goals.


Together, we can explore how you can:

• Invest with purpose and manage your assets.

• Explore more tax-efficient ways to manage your money.

• Save and prepare for income in retirement.

• Plan to pass on a meaningful legacy.

• Address your advanced estate planning needs.

• Ensure a smooth and fair transition of your business with business continuation planning.


Ready to talk? Schedule a 30-minute consultation today. 

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Location

Memphis Office

Phone:
901-305-7785

Hours

M – F: 9 a.m. – 6 p.m.