Matthew S. Sherman

Helping You Stay Happily Unemployed in Retirement

Financial planner in Arlington, TX (show on map)

ShermanInvest is a comprehensive financial services firm committed to helping clients improve their long-term financial success with customized approaches.

Call (800) 609-8314

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About

ShermanInvest is a comprehensive financial services firm committed to helping clients improve their long-term financial success. Recognizing that each person and family is unique, ShermanInvest develops customized approaches aimed at growing, protecting and conserving client wealth while delivering exceptional levels of personalized service and expertise.

The firm offers a wide range of services including investment advisory, financial planning, insurance, and retirement planning, with a focus on independence, education, and charitable giving.

Independence

A Teacher’s Heart

Debt-Free

Making A Difference

Services

Investment Advisory Services

Utilizes ordinary tools in extraordinary ways to create personalized investment strategies for wealth accumulation, retirement income planning, capital preservation, and estate planning.

Bonds and Fixed Income Preferred and Common Stock Mutual Funds Hedge and Option Strategies Exchange Traded Funds CD's 529 Plans Brokerage Accounts REITs, DPPs, BDCs IRA's (Traditional, Roth, SEP, Simple, Educational) Treasury Bills Federal Agency Securities Treasury Notes Unit Investment Trusts Annuities (Variable, Indexed, Fixed and Immediate)

Financial Planning

Comprehensive planning services including retirement plans, tax plans, 401k planning, 403b planning, college planning, estate planning, money management, and money purchasing plans.

Retirement Plans Tax Plans 401k Planning 403b Planning College Planning Estate Planning Money Management Money Purchasing Plans Profit Sharing Plans