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Financial Planning Information

Sherman Wealth Management provides you with relevant financial planning information to give you the resources you need to make informed choices. Read through our posts below and contact us to set up a free call for more information on creating a custom financial plan.

May 20, 2014

Custom Investments For Your Life

History shows chasing the prior year’s hot asset class doesn’t always pay off. Fixed income investments could highlight a portfolio one year, but deliver losses only two years later. Portfolios are individually tailored to clients’ so your needs with custom investments and are met in ever-changing markets. Sherman Wealth Management emphasizes quarterly client meetings to […]
May 13, 2014

The Benefits of Saving Early For Retirement

Combining asset allocation and early regular savings today helps to prevent playing the catch up game tomorrow. Contact Sherman Wealth Management for an investment strategy that, with periodic review, will potentially maximize your savings in the long-run with respect to your individual tolerance for risk.  We can show you the benefit of saving early for […]
May 6, 2014
Our Clients

Advantages of Participating in Your Workplace Retirement Plan

As young adults, 20 and 30-year-old’s tend to procrastinate when it comes to saving for retirement, thinking they have all the time in the world.But the key is to start now. When it comes to saving for retirement, there are few better ways than a workplace plan such as a 401(K). Yet, there are a few […]
May 1, 2014

Wishing you a Happy Birthday

We are excited to be celebrating our one-year anniversary this week, and even more excited to share these custom-designed birthday cards we made for our clients. Coming to a mailbox near you…