"The whole problem with the world is that fools and fanatics are always so certain of themselves, and wiser people so full of doubts."
Proactive Means Considering The ‘What Ifs’ In Life.
We’ve all heard the phrase, “What you don’t know won’t hurt you.” At Sherrill Wealth Management, we know that nothing can be further from the truth when it comes to your financial security. That’s why identifying risks, such as loss of life, incapacity, liability, and legacy are paramount to protecting your wealth. We evaluate your potential risks and can design fire drills and strategies. Because we are not tied to any particular product, provider or solution, you can count on a clear, objective assessment of your overall exposure to risk and recommendations that help minimize or eliminate it.
We assist our clients with their Estate Plans and work to ensure that their wishes are carved out. If you are incapacitated, who will make decisions for you? To whom do you want to leave your assets? Are there certain values that you would like to pass down to the next generation? We review documents and consider estate tax goals, legacy wishes, guardianship and beneficiary designations, and charitable planning.
We review existing policies, while considering life, long-term care, and liability coverage. We discuss the importance prevention and planning and when appropriate, we access our network to help implement these types of insurance plans. Do you want to put the burden of caregiving on your family members or plan for assistance when the time comes? We run cost benefit analysis to help determine which strategies might make sense.
Identity Theft, Assisted Living, Creditor protection, asset protection trusts, divorce, mortgage review and lines of credit. Digital Assets, Reverse Mortgages, Home Equity Lines of Credit,
Simple and easy.
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About the Author
Welcome! I have spent my entire 25 year career helping affluent families live off and enhance their nest-eggs throughout their retirement. Much of my experience was spent as a Wealth Manager and Team Leader at a couple of the largest and most reputable firms in the nation. I greatly appreciate all I learned in those formative years but ultimately I decided I wanted to have less clients, deeper relationships, and better work-life balance than a pure profit motivated institution is able to handle.