Financial Planning
Investment Management
-
Financial Planning for tomorrow
We help you today to plan & invest for tomorrow. Financial planning ensures a secure financial future and a comfortable retirement. Taking control of your finances and working towards a better tomorrow is essential. With expertise and years of experience, Eric J. Linger helps you navigate the complex world of investment and financial planning.
-
Retirement Planning
Retirement planning is one of the most important financial tasks you’ll face in your lifetime. It’s crucial to have a plan in place that ensures you’ll be financially secure. With proper planning, you can avoid difficult financial situations during your retirement years. We help you to be financially secure, both before and after retirement.
-
Estate Planning
Estate planning is a complex and deeply personal process. It requires careful consideration of one’s financial and personal affairs and a deep understanding of the ever-changing legal and tax landscape. We work closely with your attorney and CPA and support you in your meetings with them.
-
Investment Management
When investing your hard-earned money, many options are available in the market. But only some investment options are equal, and only some are suitable for some investors. We select and continuously monitor investments to improve returns and minimize taxes.
-
Social Security and Medicare
We navigate complex Social Security and Medicare rules for you to maximize your benefits.
-
Pension Buyouts
You may be faced with choosing between a pension or a buyout. All options are analyzed, including those not presented by your employer.
Click here to learn more about Sherwood-Investments, or if you have questions and want to get started, please click here: Improve my financial future today.
“We want you to be financially able to do what you want, when you want.”