Financial Planning Services Designed for People Close to Retirement

Approaching retirement?
$500,000 of assets outside of your Real Estate?
Don't want to leave the IRS a tip?

We specialize in creating financial planning strategies specifically for you; mitigating and managing your lifetime tax liability and investing with your goals in mind.

Financial Planning Services Designed for People Close to Retirement

Approaching retirement?
$500,000 of assets outside of your Real Estate?
Don't want to leave the IRS a tip?

We specialize in creating financial planning strategies specifically for you; mitigating and managing your lifetime tax liability and investing with your goals in mind.

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Private Wealth Services

Private Wealth Services

Private Wealth Services

Financial Tax Planning for Families Entering Retirement
Financial Tax Planning for Families Entering Retirement

Tax Planning

Tax Planning

The biggest expense in retirement requires a meticulous approach - and one that's custom to the many factors your situation. This is our speciality.

The biggest expense in retirement requires a meticulous approach - and one that's custom to the many factors your situation. This is our speciality.

Investment Management

Investment Management

We audit your situation, risk tolerance, and timeline. Then, we match your portfolio allocation to the best of our five investment strategies to best meet your needs. This includes ongoing market monitoring and adjustments to portfolio allocation based on key factors and conditions.

We audit your situation, risk tolerance, and timeline. Then, we match your portfolio allocation to the best of our five investment strategies to best meet your needs. This includes ongoing market monitoring and adjustments to portfolio allocation based on key factors and conditions.

Investment Management
Investment Management
Estate Planning for Retirees
Estate Planning for Retirees

Estate Planning

Estate Planning

Our careful approach means a thoughtful plan for you and your heirs. We help to address the care you may need if incapacitated, the proper passing on your of assets to your loved ones who carry on your legacy, and work to preserve your estate from state and federal inheritance taxes

Our careful approach means a thoughtful plan for you and your heirs. We help to address the care you may need if incapacitated, the proper passing on your of assets to your loved ones who carry on your legacy, and work to preserve your estate from state and federal inheritance taxes

Retirement Income Planning

Retirement Income Planning

Retirement Income Planning

This is important. Don't risk your retirement security.

You’ve worked hard to save for retirement. But do you know how much monthly income your savings will produce? And for how long? What’s my income? Is the most important question for retirees to answer.

Our approach has the objective of creating lifetime, inflation-adjusted income. It provides a personal plan for creating your retirement income to enjoy your retirement.

This is important. Don't risk your retirement security.

You’ve worked hard to save for retirement. But do you know how much monthly income your savings will produce? And for how long? What’s my income? Is the most important question for retirees to answer.

Our approach has the objective of creating lifetime, inflation-adjusted income. It provides a personal plan for creating your retirement income to enjoy your retirement.

Retirement Income Planning
Retirement Income Planning
Social Security Planning
Social Security Planning

Social Security Planning

Social Security Planning

Our approach to social security is unique for each client - with a custom strategy to maximize it based on the details of your unique situation. This will work in tandem with your tax planning strategy and include recommendations on when to consider taking advantage of your social security benefits.

Our approach to social security is unique for each client - with a custom strategy to maximize it based on the details of your unique situation. This will work in tandem with your tax planning strategy and include recommendations on when to consider taking advantage of your social security benefits.

Interested in working together?
Have a question?
We're here to chat.
Or Text us a question! (248) 805 - 1123

Interested in working together?
Have a question?
We're here to chat.
Or Text us a question! (248) 805 - 1123

Interested in working together?
Have a question?
We're here to chat.
Or Text us a question! (248) 805 - 1123

Sherman Private Wealth

Office (248) 805 - 1123

Fax (248) 809 - 1976

28411 Northwestern Highway

Suite 1200
Southfield, MI 48034

Disclaimer

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 Sherman Private Wealth


Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, FL, ID, IL, MI, MO, NH, NJ, NY, NC, OH, PA, SC, WA, WI

© 2024 Sherman Private Wealth

Sherman Private Wealth

Office (248) 805 - 1123

Fax (248) 809 - 1976

28411 Northwestern Highway

Suite 1200
Southfield, MI 48034

Disclaimer

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 Sherman Private Wealth


Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, FL, ID, IL, MI, MO, NH, NJ, NY, NC, OH, PA, SC, WA, WI

© 2024 Sherman Private Wealth

Sherman Private Wealth

Office (248) 805 - 1123

Fax (248) 809 - 1976

28411 Northwestern Highway

Suite 1200
Southfield, MI 48034

Disclaimer

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 Sherman Private Wealth


Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, FL, ID, IL, MI, MO, NH, NJ, NY, NC, OH, PA, SC, WA, WI

© 2024 Sherman Private Wealth