Life is dynamic. The financial environment is dynamic. As an independent Wealth Manager in Marin County, CA, Sheri works with clients and builds investment strategies, to navigate these changes.
Providing unbiased, comprehensive, wealth management planning to clients is her passion. Sheri believes in establishing long term relationships based on trust and integrity. She lives and promotes a lifestyle that is complete with both fiscal and physical well being.
Whether your goals are wealth accumulation, retirement distribution or wealth transfer planning, having a customized strategy that is monitored regularly can help you stay on track. Sheri assists clients in making informed decisions about their wealth through active management, regular communication and review of goals, financial markets and life changes.
If you would like to work with an experienced, professional, who truly cares about her clients, please call 415-497-5831.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
A quick look at how federal income taxes work.
When to start? Should I continue to work? How can I maximize my benefit?
There are common mistakes you can avoid when saving for retirement.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Around the country, attitudes about retirement are shifting.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What does your home really cost?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
A bucket plan can help you be better prepared for a comfortable retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.