For SCE Employees Only

The Retirement You Deserve May Be Closer Than You Think

See if you qualify for a free customized Financial Plan to help you build or refine your retirement strategy.
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“Find out if you qualify for a free Retirement Plan that can help you build!”
Ann Hathway
Client of SFP for 6 years
See What Our Edison Clients Say
“From the moment I made the decision to retire from SCE, the Sherwood team made the experience pleasant and smooth with their professional knowledge of navigating the SCE Benefit selections. I cannot thank Matt and the entire team enough with this life-changing decision and continued management of my financials.”
Ralph G.
Edison Employee
"My wife and I love the personal service. Being with Sherwood has given us peace of mind and confidence that we're being well taken care of. I've recommended them to all my family members."
David B.
Edison Employee
"We’ve entrusted our immediate and extended family’s financial security to the Sherwood team for years. Their approach is much more than simply providing a service, it’s developing a relationship built on trust, communication, empathy, and sound advice."
–Tina & Jeff B.
Edison Employee

Gain Clarity Over Your Retirement

Retirement is one of the most important chapters of your life. We'll help you write it well.
Without Detailed Retirement Planning
You're left guessing whether you have enough saved...that can take a toll on your personal life.
You risk outliving your money and having to make unwanted sacrifices later.
Big tax surprises and hidden fees eat away at your hard-earned savings.
You feel alone trying to make major decisions without expert guidance.
With Detailed Retirement Planning
You’ll have complete clarity on your numbers and a clear vision of what your retirement will look like.
You gain confidence your money will last — giving you freedom to spend, give, or invest how you want.
Tax-saving strategies and smart planning protect more of your wealth.
You have a trusted partner by your side to navigate every milestone and question.
Build My Plan for Free

We Handle Your Financial Plan From Start to Finish — So You Can Enjoy Peace of Mind

We’ve built over 100+ financial plans.
Let us handle the numbers and make sure you can retire on your terms — whether that means spending freely, giving generously to charity, or preserving wealth for your family.
Build My Plan for Free

The Key to Unlocking the Retirement you dreamed of

Wipe out confusion and know exactly where you stand

We break down the numbers so you always know your next step.
No more “I think I have enough” or “maybe it’ll work out.”
You’ll know exactly where you’re at and what your retirement will look like, so you can avoid stress and overwhelm.
Build My Plan for Free

Take care of your loved ones exactly the way you’ve always envisioned

Retire with the confidence that your loved ones will be cared for, today and tomorrow.
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$272M+

Assets under management that we're stewarding to help clients live out their goals.

83

Households that entrust us with their resources.

100+

People we've helped navigate retirement

Getting started Is Simple.Here's How It Works

1

Schedule A Call

Schedule a chat with Matthew to discuss your financial goals, questions, and vision for the future.
2

Assess &
Plan

We’ll take everything we learn about you to create a personalized strategy tailored to your needs.
3

Implement Your Strategy

Our team will put your plan into action, ensuring all steps align with your objectives.
4

Live with Confidence

With expert guidance and a solid plan, you can focus on what truly matters in life.
Build My Plan for Free

Take control of  your retirement. Build your plan now — Book a Free call to get started.

Build My Plan for Free