At The Sherwin Group, we believe that financial strategy is more than simply plugging numbers into a formula. Financial planning and wealth management involves a holistic look at your life to tailor the right plan for you.
The process begins with us getting to know you - what is important to you, what are your values - what are your hopes and dreams in the short, medium, and long term. Once we better understand this, we can better address the various aspects of your financial future, combining financial plans and investment plans into one master strategy.
This approach allows us to partner with our clients in order to help meet financial goals, building your wealth and allowing you confidence as you enter retirement. We offer clear and simple advice specific to your needs and comfort level, so that you can make the best decisions for your future.
Many people seek out financial planning assistance in times of transition. Whether navigating a recent marriage or divorce, a new baby or a death in the family, transitions can be overwhelming in their immediacy, especially where finances are concerned. We firmly believe that having the right people on your team can make all the difference. We want to help make the financial process simple and smooth during this time of transition by giving you the necessary knowledge to confidently move forward. We would be honored to be by your side on this journey.
Traditional & Roth IRAsSEP & Simple IRAsCollege Savings accountsBrokerage accounts*Fixed annuities*Fixed-indexed annuitiesVariable annuitiesImmediate annuities*Life Insurance*Long Term Care Insurance
*Fixed insurance products and services may be provided by a third party. Please consult with your representative to confirm on which company's behalf services are being provided.