Being able to find financial advice that's truly helpful shouldn't be limited to your situation or season of life. That's why we've built a service model that meets you where you are and helps you get to where you want to go.
Basic Asset Management
Designed for young professionals and those just getting started on their financial journey, our basic asset management service is here to help set you on the right track for financial success.
This service level includes
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basic financial planning
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employment benefits consulting
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asset allocation and risk management
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automated investing through Schwab's Intelligent Portfolios® program
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limited access to a Sherwood advisor
Comprehensive Asset Management
Our comprehensive service level was created to meet the needs of those preparing for and enjoying retirement. Whatever your goals are, we're here to help you meet them.
This service level includes
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comprehensive financial planning and periodic plan reviews
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tax strategy
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education planning
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estate planning
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comprehensive wealth management
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in house trading and account servicing
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cash management
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charitable giving strategy