Welcome
Mandi Hering
Comprehensive Financial Planning
Medicare Insurance Broker
Call or text (520) 633-2278
Comprehensive Financial Planning
Medicare Insurance Broker
Call or text (520) 633-2278
If you an Arizona resident and are turning 65, or wondering about your Medicare options, I am here to help you get the most out of your Medicare benefits. We do not offer every plan available in your area. Please contact Medicare.gov or 1–800–MEDICARE, or your local State Health Insurance Program to get information on all your options.
Build a solid foundation for your financial house. I offer personalized, hands-on service. I educate my clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. Find out more about our Financial Foundations Course, educational workshops, or schedule a one-on-one Meet & Greet.
Every woman has a story that explains her relationship to money. When it comes to finances, you can get all sorts of facts and data but what really moves people to action is a story that they can connect to. In this podcast our guests share their money stories and perspectives. Then, Felicia and Mandi highlight three simple actions you can take to create your own money story.
MASTERS DEGREE IN LEGAL STUDIES- Law & Economics, University of Arizona 2022
GRADUATE CERTIFICATE - Economics Education, University of Arizona 2012
BACHLOR'S DEGREE- Secondary Education 2000
I have been in the financial services industry sense 2021. Prior to that, I spent 20 years teaching High School History, Government, and Economics in Tucson, AZ. I am also an alum of the international, community service, and performing arts organization Up With People.
My personal purpose is to live a loving, adventurous life. My professional purpose is to empower others through education and to lead by example.
I live in Marana, Arizona with my husband, 2 children, and 2 dogs. My favorite pastimes include working with my special-needs daughter, helping others with Baxter the therapy dog, travel, and making handmade greeting cards.
Call or Text (520) 633-2278
For Medicare Questions: insurance@heringgroup.com
For Financial Planning & Education: mandi@cspfgllc.com
PO Box 89460
Tucson, AZ 85752
Check the background of your financial professional on FINRA's BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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CSP Financial Group, LLC is a registered investment adviser located in Scottsdale, Arizona. CSP Financial Group, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. CSP Financial Group, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of CSP Financial Group, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as CSP Financial Group, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by CSP Financial Group with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of CSP Financial Group, LLC, please contact the state securities regulators for those states in which CSP Financial Group, LLC maintains a registration filing. A copy of CSP Financial Group, LLC’s current written disclosure statement discussing CSP Financial Group, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from CSP Financial Group, LLC upon written request. CSP Financial Group, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to CSP Financial Group, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
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Insurance products and services are offered and sold through CSP Financial Group, LLC and individually licensed and appointed insurance agents.
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