Comprehensive Retirement Planning
Sherrill Wealth Management specializes in retirement. Retirement is a big decision- Most likely one of the biggest decisions you will make during your lifetime. There are many things to consider before you retire. And once you have retired there are many varying circumstances that you will encounter.
Investing can at times seem overwhelming and daunting. If you examine your own life, you'll find that it is often the simple strategies that have proven to be the most successful. Investing is no different. However, it is easy to have your attention drawn to the wrong issues.
We help turn your nest egg into a reliable income stream. A good Income plan should be indifferent to the current market environment and provide you with consistent cash flow and the confidence to maintain your investment discipline throughout periods of economic stress.
How will your retirement income impact your taxes? Taxes are likely to be your biggest expense in retirement. A good tax plan in retirement must consider all sources of income beyond year-to-year planning and address the lifetime taxable liabilities.
How do I protect our retirement and legacy from catastrophic events? Our approach is to measure the impact of significant event and provide you with reasonable options as to how to mitigate such risks. Our approach takes into consideration a number of types of insurance.
Estate and Legacy Planning
How do I protect my spouse and loved ones from my incapacity or passing? Our approach is to run “fire drills” to help you ensure you have a plan in place for whomever is going to take on health and financial decisions for you in an emergency. We conduct regular in-depth reviews for our clients on the following