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We hope you find this page to be useful. Here is where we share ideas, concepts, potential blind spots and current information that will be helpful in your retirement journey. We hope you will take your time and look around or even come to one of the classes I teach at State College of Florida.

Retirement Readiness Masterclass

Join Us at State College of Florida, for our

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Join us for Lunch!

Free Lunch and Learns
At Sherrill Wealth office

Please join us for these free educational Lunch & Learns where we’ll discuss various topics and key strategies for securing your financial future in retirement. Whether you are already retired or preparing to transition, these casual and conversational lunches will equip you with the knowledge to make informed, confident decisions in your retirement journey.

Upcoming Schedule

Taxes in Retirement

Tuesday, May 4, 2025. 11:30-1pm
Sherrill Wealth Office Location – 1st floor
2520 Manatee Ave West
Bradenton, FL 34205

5 ways technology will change how you age

Tuesday July 22, 2025 - Virtual
11:30-1 pm
Zoom

Health Care in Retirement

Tuesday, September 9, 2025. 11:30-1pm
Sherrill Wealth Office Location – 1st floor
2520 Manatee Ave West
Bradenton, FL 34205

Call us to register
941-745-2201

Retirement Checklist

download the guide

What issues should you consider before you retire? Download our free guide to walk you through retirement considerations

It all begins with a conversation

what do the First steps look like?

A 15-minute phone conversation will give us a chance to get to know each other and make sure our expertise matches your needs.

If we both feel that moving forward would be of benefit, we will schedule an in-person meeting so that we can further dive into the financial details and identify strengths, concerns, and goals for the future. If you’re still interested, we’ll begin the paperwork.

Schedule a phone call — we would love to talk with you!

book your call

Personalized Financial Planning, for a a confident retirement, based in Bradenton, FL - Serving clients across the US | Guiding your retirement with integrity and expertise.

Quick Contact Info

2520 Manatee Avenue West
Suite 200
Bradenton, FL 34205

info@sherrillwealth.com

941-745-2201

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Our Services

Retirement Planning
Investment Management
Social Security Timing
Retirement Income
Tax Planning
Insurance Optimization
Estate and Legacy Planning

Retirement Readiness Masterclass

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Advisory services offered through Commonwealth Financial Network®, a Registered Investment Advisor.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Certified Financial Planner Board of Standards
Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.

This communication is strictly intended for individuals residing in the United States.

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2520 Manatee Avenue West
Suite 200 | Bradenton, FL 34205

941-745-2201 | info@sherrillwealth.com

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Retirement Readiness Masterclass