Sheer Empowerment Financial offers financial planning services, including cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, tax planning strategies, and major purchase planning. They also offer ongoing comprehensive financial planning for a monthly fee. SEF tailors its services to meet individual client needs and allows clients to specify restrictions on securities traded in their accounts.
Sheer Empowerment Financial does not offer investment management services.