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Sherman Wealth Management is a Personal, conflict-free, fee-only fiduciary financial advisor. Offering customized financial plans & investment strategies based on your goals and situation.Our approach to financial planning isn’t piecemeal. Rather, we take a holistic approach, incorporating all the aspects of your financial life. Part of that process is holding an ongoing conversation about the milestones you foresee for your life—marriage, children, career change—and creating strategies to help you prepare for when those milestones arise. The result is a customized blueprint so you can more effectively and efficiently build your wealth and meet your goals and needs.We work with you to meet a wide range of needs, including:Budgeting and SavingRetirement PlanningInvestment ManagementInsurance PlanningTax PlanningEstate Planning
