Understanding Today’s Financial Environment
Welcome to a unique community - a community in which acts of kindness occur on a daily basis, a place where you’ll find compassion, caring as well as outstanding financial expertise.
It’s The Sher Wealth Management Group, and at its center, you’ll find Phil Sher. Phil is a wealth advisor who has reached out to his clients in an extraordinary way, built extraordinary friendships and helped clients pursue extraordinary results.
Phil created The Sher Wealth Management Group over 20 years ago to pursue your unique financial management needs. Whether you need comprehensive retirement planning, personalized wealth management or assistance with transition issues caused by life changes, Phil can help you.
Together with you, Phil helps you simplify the demands of directing your wealth so you can devote time to your business, your personal endeavors and your family. We listen to you, organize your assets, allocation strategies, insurance and your estate plans to help simplify, consolidate and integrate every aspect of your financial future.
Explore our site and learn more about the services we provide. We look forward to hearing from you.
-The Sher Wealth Management Group
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Our Services
At The Sher Wealth Management Group, we provide experienced assistance in the following areas: Wealth Accumulation Strategies, Education Planning, Retirement Planning and Tax Planning.
Helpful Content
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
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Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Saving for College
This calculator can help you estimate how much you should be saving for college.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Saving for College 101
Here’s a crash course on saving for college.
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.