Michael Herman

Golden Wealth Solutions, Inc. - Financial Advisor

Value Statement

We provide the financial foundation for families to build on during their changing lives. We deliver comprehensive retirement solutions for those preparing for retirement and those who have achieved financial independence. We help successful entrepreneurs with business succession solutions and exit planning strategies. We are concerned about you, your values and your goals in life. We want you to experience the value of having a long term relationship with a trusted advisor. The knowledge, experience and many resources we provide will help you develop a vision and action plan to achieve your financial goals.

Wealth Management Approach

I lead an experienced team to work with you, develop strategies and recommend solutions to help you accumulate, protect and transfer your wealth. We begin with the interactive discovery meeting by asking questions about your life, family and your current financial position to understand more about you and what objectives you want to accomplish. We will then analyze your current planning and provide a written strategy that will help you with a vision and action plan to match your objectives. With your vision and action plan, we will recommend sound financial solutions tailored to your goals and objectives. We will review your planning regularly to ensure it continues to meet your objectives and the changes that will occur in your life. Begin Today, and be well prepared so you can "live life on purpose".

Qualifications

I attended Metropolitan State College in Denver before entering my career in the insurance and financial services industry in May of 1988. I continue to advance my education through studies from the American College and other industry organizations such as the Life Underwriter Training Council. Some of my achievements include:

¦ National Quality Award recipient

¦ Life member of the Million Dollar Round Table

¦ Chairman's Council Qualifier with Mutual of Omaha since 1989

¦ Investment Adviser Representative

¦ Chartered Financial Consultant Degree from the American College

¦ Member of the National Association of Insurance and Financial Advisors since 1988

Personal Information

I live in Golden, Colorado and grew up in Denver, Colorado. I am married to my best friend Pam and we have two children, Elijah and Sydney. I serve as an officer and board member on the Wheat Ridge Rotary. I have also been a volunteer fireman with the Wheat Ridge Fire Protection District since 1991 and have served as a board member and pension board member. I enjoy working with my children in the sports, academic and spiritual functions. Our hobbies include camping, sports, outdoor activities and simply spending quality family time together.

Mike Herman is a registered representative and investment adviser representative of Mutual of Omaha Investor Services, a securities broker/dealer and registered adviser. Home Office: Mutual of Omaha Plaza, Omaha, NE 68175-1020. There is no contractual relationship between Golden Wealth Solutions and Mutual of Omaha Investor Services.