Are you responsible for the financial future of your family?
Gardner Sherrill is a CERTIFIED FINANCIAL PLANNER™ professional with 18 years of experience in financial planning and wealth management. He works with entrepreneurs, independent women, and families helping them create a more balanced life through effective financial planning and asset management.
“An ounce of prevention is worth a pound of cure.”
– Benjamin Franklin
Here are a few ways that Gardner and his independent advisor model allow for him to provide a more personalized experience:
Investments are the engine to your goals and retirement not the destination. The plan that’s right for you also considers important features such as your roadmap, safety, and comfort. Proactively addressing the total picture can greatly enhance your experience. They say an ounce of prevention is worth a pound of cure. I want to help you get your financial house in order and in doing so help you make better decisions with your money. I focus on four simple areas to keep you S.A.F.E.
Clients need confidence that there are systems & procedures in place that provide feedback early and often that help prevent them from losing their nest egg.
“I want an advisor that keeps my money safe.”
Clients want to know that that course corrections are being made as appropriate and that they are making progress towards their goals.
“I want an advisor that is focused on my objectives, and helps keep me moving towards my goals.”
Clients recognize that good advice comes with a cost. They want to know that the costs are fair and that any potential conflicts are addressed up front.
“I want to know my advisor has no hidden agenda.”
Clients understand important decisions require compromise. They want a summary of the tradeoffs analyzed from all vantage points of financial, legal, and tax perspectives.
“I want an advisor that will proactively work with my family and my team to cross vet important financial decisions.”
To learn more about how you can work with Gardner to address your financial future, click here.
To discuss your situation & goals and get some insights on strategies that can help, click here.