Sherman Wealth Management July 2014 Newsletter

It’s been a busy first half of 2014 for Sherman Wealth Management. We are thrilled to be able to share some of the exciting opportunities we have been a part of as well as our continuing effort to provide even better service for our clients.

Sherman Wealth Management is excited to unveil our recent website makeover that has created a more visually appealing and user-friendly environment. With a new layout, we have improved upon all aspects of site navigation to better serve to our client’s needs. Our new site is now mobile-friendly so you are able to get the information you need on-the-go, at your convenience. We will continue to share our thoughts on pertinent topics through our weekly blog posts, accessible from our website. In addition, keep your finger on the financial pulse by following our twitter feed (@shermanwealth) which provides relevant, timely and newsworthy links and resources, also available on our website.

Sherman Wealth Management has had some wonderful opportunities and media exposure in recent months. We have been featured in several different publications including an interview with our founder, Brad Sherman, published in The Suit magazine. The magazine highlighted our belief in the importance of a fully transparent relationship between a client and their financial advisor as well as our specialization in a customizable approach to financial planning.

We were also honored to have been asked to be a part of The Challenge Magazine, a quarterly publication for the members of the Brain Injury Association of America (BIAA) and the TBI community. Each issue focuses on a special topic of interest and provides resources to people who have sustained a traumatic brain injury. We were featured in the Spring edition that focused on legal and financial topics. Essentially, we created a guide to choosing the right money management professional and shared our hands-on, personalized and inexpensive approach that Sherman Wealth Management offers to all individuals along the financial spectrum.

We hope you and your loved ones enjoyed a happy and healthy Fourth of July weekend. Now that we have turned the corner into the back half of the year, we would like to offer a complimentary mid-year financial check-up to our current and prospective clients. We will assess your finances together to and assure you are hitting your personal goals as well as address any concerns you may have. Together we can create confidence in your financial future.

Call Sherman Wealth Management and schedule your free consultation today. We look forward to hearing from you and wish you a healthy and prosperous second half of 2014.

All the best,

The Sherman Wealth Management Team