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Living Legacy Planning


 hand with a legacy well left.

A legacy well lived should go hand in
 

Our team can help you:

Experience a meaningful legacy now.

Give better and smarter.

Stop worrying about the future.

Stop Waiting for "Tomorrow"

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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 Without Limits

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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:

  • Allocate your money to your various needs and goals

  • Coordinate your estate planning, tax, charitable giving, and investment decisions 

  • Implement and enjoy your living legacy with your loved ones

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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, charitable giving, 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.

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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:

  • Personal financial planning

  • Retirement planning

  • Education planning

  • Charitable planning

  • Tax efficiency planning

  • Investment management

  • Account management 

  • 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 and a meaningful impact in your community 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.

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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:

  • Want to explore what a living legacy can look like for you.

  • 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.

  • Seek to delegate the management of your investments to fiduciary advisors.

  • 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.

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