The new year is off to a great start!
- A redesigned website that will make it easier for you to find the resources you need. Please take a look by clicking here and let me know what you think.
- Our monthly newsletter, highlighting valuable original content that we think you need to know right now.
- A great experience participating in the InsideETF conference, where the excitement was palpable and the ideas cuttingedge. The conversations I had – and ideas I exchanged – with prominent professionals validated our goals here at Sherman Wealth Management: to provide you with opportunities for growth in a diversified environment, while striving to keep costs down. I hope you were following my Tweets!
One thing that hasn’t changed in 2015, however is how passionate I am about helping you plan for your future with strategies that are personalized and flexible, that are appropriate for you right now, and that are designed to grow with you as your horizons expand.
If you haven’t looked over your financial plan yet this year, please give me a call so we can help ensure you’re on target for 2015!
All the best,
Sherman Wealth Management