Sherwood Financial Management

Sherwood Financial Management (SFM) offers financial planning and investment management services. Financial planning covers various areas like financial goals, cash flow, college savings, insurance, retirement, tax, and estate planning. Investment management involves managing tailored portfolios based on individual client needs. SFM may use third-party asset managers. SFM focuses on client's specific needs and may tailor financial planning services and use model allocations together with a specific set of recommendations for each client based on their personal restrictions, needs, and targets.