Sherrill Wealth Management specializes in retirement. What does that mean exactly?
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.
Putting together the pieces that go into a retirement income plan takes skill and training that the average financial planner doesn’t have. What you need is a specialist, not a general practitioner. We’re specialists.
Yes, having a solid, diversified portfolio is extremely important but for retirees the following are just as important financial considerations: Retirement Income, Social Security Planning, Taxation in Retirement (its different), Medicare, Housing Concerns, Healthcare and the passing of a spouse or loved one just to name a few. This is evidence-based planning – not guesswork.
At Sherrill Wealth we take the time to look at your entire picture to ensure we create a plan that addresses all your needs. We then meet with you regularly to see what might have changed in your life. As we age circumstances change and as such your retirement plan should adjust accordingly.
Sherrill Wealth helps you stay on top of every aspect of your financial life and as needed coordinate with other professionals such as your CPA, attorney, mortgage broker and insurance agent so you can continue to live and enjoy your best life.