About

Sherwin & Associates is a full-service financial firm offering comprehensive financial, insurance, and tax planning for individuals, educators, FRS employees, and business owners. We specialize in retirement planning, 403(b) plans, FRS and DROP programs, investments, life insurance, estate planning, business planning, and tax strategies.

Our team is dedicated to helping clients maximize savings, optimize retirement income, protect their assets, and minimize tax liabilities with personalized solutions tailored to their financial goals.

Our Services Include:
✔ Comprehensive Insurance Planning (Life, Disability, Long-Term Care)
✔ Retirement & Investment Planning (403(b), IRAs, Mutual Funds, Annuities)
✔ Business Planning & Buy-Sell Agreements (Succession Planning, Key Person Insurance)
✔ Tax Strategies & Tax Return Preparation (Individual & Business Tax Returns, Tax Planning)
✔ Estate & Legacy Planning (Trusts, Wills, Wealth Transfer)

At Sherwin & Associates, we believe in educating and empowering our clients with expert guidance to make informed financial decisions. Whether you're preparing for retirement, securing your business, or filing your taxes, we provide the expertise and support you need.

Let’s build your financial future together! Contact us today for a consultation.