Beach Retirement Planning

Tax-First Financial Planning
For the Soon-to-be-Retired

Do you have enough for your retirement?

We'll help you create retirement income, manage taxes, and invest smarter.

Tax-First Financial Planning
For the Soon-to-be-Retired

Do you have enough for your retirement?

We'll help you create retirement income, manage taxes, and invest smarter.

Tax-First Financial Planning
For the Soon-to-be-Retired

Do you have enough for your retirement?

We'll help you create retirement income, manage taxes, and invest smarter.

Certified by the Highest Standards
Hands on Experience to Back it Up

Certified by the Highest Standards
Hands on Experience to Back it Up

1,500+

Clients Served

1,500+

Clients Served

1,500+

Clients Served

500+

Personalized Retirement Plans Crafted

500+

Personalized Retirement Plans Crafted

500+

Personalized Retirement Plans Crafted

20+

Years of Experience

20+

Years of Experience

20+

Years of Experience

Taxes are the biggest expense most people face in retirement

We aim to help you keep more of your hard-earned money with strategies in 5 key areas:

  • tax management

  • investment management

  • estate planning

  • retirement income planning

  • social security income planning

A financial planning approach that addresses key questions

How much money can I spend without running out?

How much money can I spend without running out?

How much money can I spend without running out?

Will my loved ones have enough money when i'm gone?

Will my loved ones have enough money when i'm gone?

Will my loved ones have enough money when i'm gone?

Why am I paying so much in taxes?

Why am I paying so much in taxes?

Why am I paying so much in taxes?

Where are my retirement blind spots?

Where are my retirement blind spots?

Where are my retirement blind spots?

Am I invested in the right way?

Am I invested in the right way?

Am I invested in the right way?

So… what should retirement look like?

So… what should retirement look like?

  • "I slept in til 9am for the first time in 30 years!"

  • "Just played my third
    pickleball match of the day"

  • "Spent the weekend
    with my grandkids"

  • "We're spending 3 months in Europe this summer"

  • "Decided to help out at the local dog shelter"

  • "I slept in til 9am for the first time in 30 years!"

  • "Just played my third
    pickleball match of the day"

  • "Spent the weekend
    with my grandkids"

  • "We're spending 3 months in Europe this summer"

  • "Decided to help out at the local dog shelter"

Your Circle of Trust

Your Circle of Trust

Your Circle of Trust

Money isn't the easiest thing to talk about, and we get that. Our job is to be your financial advocate; getting you from where you are to where you want to be.

That means a personal approach to those we work with and a process designed to help you make an educated and informed decision on working together.

Interested in Working Together?
Get started in three easy steps:

Interested in Working Together?
Get started in three easy steps:

  1. Introduction

  1. Introduction

A 15-minute phone call to see if your situation matches our expertise. After all, you wouldn’t see a Neurosurgeon if you needed heart surgery.

Free Financial Assessment Summary
  1. Analysis

  1. Analysis

We examine your financial situation: income, investments, and tax strategies. We identify opportunities for growth, risk management, and tax efficiency, ensuring every aspect of your financial health is taken into account

Meet with a Financial Advisor
  1. Present

  1. Present

We present an executive summary financial plan that inlcudes actionable steps to manage your retirement income, adjust your investments, minimize taxes, and ensure your heirs are taken care of.

If both parties decide it's a fit, we're off to the races.

Financial Planning Analysis

Schedule Your Introduction Meeting With Us!

Book time with us for a free assessment of your financial well-being and see if you're ready for retirement.

Or text us a question! (248) 805 - 1123

Book time with us for a free assessment of your financial well-being and see if you're ready for retirement.

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