Living Legacy Planning
hand with a legacy well left.
A legacy well lived should go hand in
Our team can help you:
Experience your legacy now.
Build memories today.
Stop worrying about the future.
Stop Waiting for "Tomorrow"
You’ve spent a lifetime saving for the future—but when do you actually get to enjoy it? You want to use your hard-earned wealth to live life to the fullest today, but you don’t want to spend so much that you imperil your future. We believe you deserve to experience the fruits of your efforts while you’re still able without sacrificing your financial security.
Live Unconstrained
Let us help you plan and execute your living legacy strategy while resting assured of your financial security. Our team will partner with you to:
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Allocate your money to your various needs and goals
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Coordinate your estate planning, tax, and investment decisions
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Implement and enjoy your living legacy with your loved ones
We Understand the Anxiety That Comes with Complex Wealth and Legacy Decisions
Our team has a breadth of knowledge in financial planning, investing, estate planning, and tax planning to help coordinate and implement your strategy.
Our expertise includes the CERTIFIED FINANCIAL PLANNER™ (CFP®), Juris Doctor (JD), Certified Public Accountant (CPA), and Certified Financial Analyst (CFA) certifications.
Quit Living Like You’re in Economy Class
At Sherwood Financial Partners, we like to joke that if you don’t fly first class now, your heirs will when you’re gone. You’ve worked to build your wealth and deserve to make cherished memories with your loved ones while you still can. Using our comprehensive Living Legacy Planning services, our team is here to help you make that happen.
We believe that Living Legacy Planning should give you the confidence to have a great life both now and in the future. Our Registered Investment Advisory firm provides the experience and expertise to help do just that for clients throughout North Los Angeles, Ventura, and Santa Barbara Counties.
Your Living Legacy Plan will include comprehensive services such as:
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Personal financial planning
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Retirement planning
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Education planning
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Tax efficiency planning
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Investment management
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Account management
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Cash flow management
We bring all these services together so you can quit endlessly saving just to leave your money to your heirs and instead make lasting memories by enjoying your wealth together now.
Working With Us is Easy
Step 1
Schedule an introductory call using the calendar below.
Step 2
Tell us about the legacy you'd like to live.
Step 3
Together, we plan and execute your legacy so you can start enjoying it today.
Are We A Good Fit For You?
You want to partner with a financial advisor whose expertise is working with families like yours. We may be a good fit for you if you:
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Want to explore what a living legacy can look like for you.
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Want a long-term, ongoing relationship with a team of financial advisors and legacy planning experts to help you stay on track with your financial goals while managing your investments at the same time.
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Seek to delegate the management of your investments to fiduciary advisors.
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Have investable assets of more than $1,500,000.
Take the First Step - Schedule a Call Today
Are you ready to stop stressing about your competing needs and goals and feeling paralyzed by fear of regret? Take the first step to actively living your legacy today by scheduling an introductory call.
Recent Legacy Insights
Business Law
Family Law
Upcoming Events
2022 Investor Conference
Join us for a delicious breakfast at our annual investor conference at the Four Seasons in Westlake Village. Our partners will be sharing their thoughts on the current state of the economy and financial markets, how to build a meaningful financial legacy, as well as a few tax tips. Click below to learn more and RSVP.