PEACE OF MIND
How We Help
Our brand portfolio of products and providers allows the advisor to be objective in their advice. We make recommendations based on what is right for you.
OUR SOLUTIONS
Head in the Right Direction
No matter where you are in life, a plan for your future is essential. We take time to get to know you and your unique needs, so that all of your fears are alleviated and you can feel confident in all the years to come.
Converting assets to income in retirement
Covering healthcare expenses in retirement
Building assets and protecting them from risk
Leaving a financial legacy
OUR SOLUTIONS
Head in the Right Direction
No matter where you are in life, a plan for your future is essential. We take time to get to know you and your unique needs, so that all of your fears are alleviated and you can feel confident in all the years to come.
Converting assets to income in retirement
Covering healthcare expenses in retirement
Building assets and protecting them from risk
Leaving a financial legacy
The Sherwood Financial Client Experience
Our clients are our top priority. We take the time to get to know each one individually, so that we can best evaluate their needs and devise a plan that makes them confident in all the years to come.
Call, Click, Mail or Meet
However you prefer to connect, we meet with you to better understand your health and wealth goals.
Envision Your Future
Using our state-of-the-art tools, we compile your goals and create a custom blueprint for how to accomplish them
The Right Solutions for You
Based on your unique situations and your local healthcare providers, We find the products that are right for you and your family.
Gain a Dedicated Representative
Once you have signed off on your plan, we then execute it and remain in close contact to answer any questions you have along the way.
Income Protection
It can be daunting to think about how you'll leverage your assets to replace your paycheck in retirement. We would work with you to understand your income needs and develop an income plan that is safe from market risks and life events.
Annuities
Life Insurance
Retirement Income Planning
Social Security Optimization
Tax Strategies
Healthcare Planning
You have many options to pay for your healthcare in retirement, but it can be confusing trying to find a solution for you. Once we understand your needs, we will shop a variety of plans and carriers and provide you with only the best choices.
Medicare Supplement
Medicare Advantage
Prescription Drug
Dental
Hearing
Hospital Indemnity
Vision
Legacy Planning
You've spent a lifetime providing for your family; you want to be sure they are taken care of when you're gone. Our advisors will work with you to ensure that what you've built - whether it's a business or your personal wealth - leaves a lasting legacy that reflects your wishes.
Estate Planning
Wealth Transfer
Business Continuation
Life Insurance
Speak with a Licensed Advisor
You're not alone in making these difficult health and financial decisions for you and your family. We can save you time and stress with a 360° view of your retirement. Schedule your free, no obligation consultation today.
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