About Neal Sherwood

Neal Sherwood brings over two decades of business management experience to his role as a dedicated insurance and financial professional. With a Bachelor of Arts and Master of Science degree, Neal has devoted the past ten years to specializing in insurance and financial services, with a particular focus on addressing the needs of America's growing mature population.

As a licensed life, health, and annuities agent as well as a Registered Social Security Analyst, Neal's mission is to educate clients and help them navigate important financial decisions. He takes pride in staying current with industry developments and tailoring solutions to each client's unique situation.

About Sherwood Financial

Sherwood Financial is dedicated to helping individuals understand and prepare for retirement through education and personalized planning. By partnering with over 30 different agencies and insurance companies, we offer an extensive selection of products designed to protect our clients' needs and assets.

Our expertise focuses on four key areas:

Medicare

- We demystify the complexities of Medicare through educational guidance, empowering clients to make informed healthcare decisions.

Financial Security

- Through our partnership with Aegis Wealth Management, we provide comprehensive financial planning services. Our solutions include innovative programs that allow clients to capture market gains while avoiding losses and securing guaranteed lifetime income. We also offer traditional market-based financial products, giving clients flexibility based on their financial goals.

Long-Term Care

- We help clients maintain freedom of choice and protect their assets through carefully selected long-term care insurance options.

Life Insurance

- Whether your goal is to leave a legacy or simply cover final expenses, we offer excellent options from highly-rated, established insurance companies.

At Sherwood Financial, we pride ourselves on our in-depth knowledge and client-centered approach. We only recommend changes or additional products when they provide clear benefits to our clients. Our commitment is to serve through education, enhanced protection, and personalized support at whatever level you desire.

Contact Neal: Phone: 352-598-9416
Email: [email protected]