Cheryl J. Sherrard

Director of Financial Planning

CFP®, NAPFA

Clearview Wealth Management

My Approach

I focus most of my work on later life decisions for aging clients. My M. A. in Gerontology, combined with my CFP education and experience, allows me to assist clients at a time of their lives when decisions can be very difficult to make. I want to empower older clients to make wise decisions and to plan ahead to the best of their ability. I also work closely with adult children to assist their parents as life changes occur.

The Clients I Serve

Retirees or Seniors

Plan ahead for your desired future in later life, including the possibility of needing care assistance. The best time to consider this is when everyone is still doing well and you are not in the middle of an emergency.

Also: High Earning First Generation, Single Parent, Women & Female Leaders

Major Milestones I Specialize In

Caregiving for Aging Relatives, Death in the Family, End of Life and Legacy Planning, Sudden Wealth or Inheritance, Widowhood

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

We believe that the best relationships begin with finding an advisor who is interested in helping you move from where you are today toward your future goals. We build long-term relationships with our clients and their families. You can count on us to be by your side every step of the way.

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.

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Financial Planner Certifications

Designations & Certifications

CFP®

Technical Skills

Tax Planning

Retirement Income and Distribution

Cash Flow and Debt Optimization

Executive Compensation Planning

Compensation

This planner self-certifies that the information in this profile is accurate. Consumers should independently verify the planner’s credentials, registration, and background through CFP Board, the SEC, and FINRA BrokerCheck.

Compensation Methods

Fee Only

Fee-only means a CFP® professional may describe his or her practice as "fee-only" if, and only if, all the planner's compensation from all client work comes exclusively from clients in the form of fixed, flat, hourly, percentage, or performance-based fees.

Assets Under Management (AUM): Fee for ongoing active management of your portfolio, upon which a percentage of assets is assessed. Refer to the planner's Form ADV for details.