Herman Lee Jimerson II
Financial Advisor
Professional
Each time I begin working with a new client, no matter their background or financial status, we sit down together to assess their budget. Understanding their cash flow and risks are an essential first step to developing a comprehensive financial strategy. I’m a firm believer that people don’t care how much you know until they know how much you care. Going the extra mile to make financial health conversations personal and accessible is inherent to my approach.
Wealth accumulation is nothing without wealth protection. Many people have useful skills in their financial planning toolbox, like saving for retirement, investing, and planning for education, but most lack a strategy to tie it all together. Northwestern Mutual’s planning process connects these dots by providing the tools and direction necessary to achieve your goals efficiently and effectively.
Here are my areas of expertise
My team and I are passionate about connecting with families, medical and technology professionals, and small businesses owners as they transition into estate, business, or retirement planning. If you’re ready to develop a strategic plan tailored to your life and goals, I’d love to connect.
Financial Planning
Retirement Planning & Income Strategies
Investment Planning & Strategies
Estate Planning
Disability Planning for Physicians & Dentists
Life Insurance Strategies
Charitable Planning
Business Planning & Succession
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
