240-428-1622 | info@shermanwealth.com

wealth inequality

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.

September 6, 2017

Real Life Financial Planning

This past weekend my family has made the move into a new home, which needless to say, has been a chaotic process.  It really got me thinking, though, about real estate/home ownership and how it fits into client portfolios and their financial plans. The mantra of the middle class is buy a home.  But is […]