Retirement Income Planning

"It Ain’t What You Don’t Know That Gets You Into Trouble. It’s What You Know for Sure That Just Ain’t So."
Mark Twain

Main Benefits

Do you know home much your retirement will cost?  Have you considered how you will pay for it?     Do you know how to generate the retirement income you'll need?

For many current and future retirees, these can be stressful questions which are often put off and left unanswered for too long. We have spent 25 years helping investors answer and address these questions.


We review your income and help set goals that align your income with your needs. The amount of money set aside for future goals is the only thing investors fully control. The markets may be volatile and various investments may not perform as expected. However, the decisions on how to best draw an income stream will often determine when/if you will reach your financial goals.

Withdrawal Strategy

Whether its Social Security, Pension Income, or even rental real estate and royalties, we can help you incorporate these outside income sources into a meaningful plan to best address your retirement income needs.


Some people don’t mind paying Uncle Sam a hefty sum of money. Most people, however, would prefer to keep that extra money and give it to people, organizations or causes of their choosing. There is never a reason to pay more taxes than legally required.

Simple and easy.

NestEgg MasterClasses

At Sherrill Wealth Management we believe in lifelong learning. 

Retirement provides a great opportunity to explore, learn and grow. 

Join us for a fun and educational event

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.