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Our Services

At The Sher Wealth Management Group, we provide specialized assistance in the following areas:

Wealth Products

  • Stocks
  • Bonds
  • Mutual Funds
  • Managed Portfolios
  • Treasury Bills
  • Government Securities
  • Annuities
  • Foreign Securities

Education Planning

  • 529 college Funding
  • Higher Education Planning for Children and/or Grandchildren

Retirement Planning

  • Comprehensive Retirement Plans
  • IRA Planning and Distribution
  • Roth or SEP IRA Planning and Distribution
  • 401 (k)/403(b) Planning and Distribution
  • 401(K), IRA, 403(b) plan Rollover Services
  • Profit Sharing Plans
  • Long-Term Care Plans
  • Insurance Evaluation and Plans
  • Managing Tax Consequences

Tax Planning

  • Minimizing Tax Burden
  • Harvesting Tax Losses
  • Working with Your Accountants as a Team