Sherwood Investments

Your Trusted Partner for Financial Success

Sherwood Investments empowers individuals to achieve their financial dreams by providing personalized guidance and tailored strategies. We specialize in retirement planning and investment management, helping clients reach their financial goals with confidence.

What Sets Us Apart?

• Client-centric approach: We prioritize close communication and maintain personal relationships with every client.
• Fiduciary service: We operate ethically and prioritize your best interests.
• Fee-only structure: Our compensation aligns with yours, ensuring alignment between your success and ours.
• Proven expertise: Our founder, Eric J. Linger, is a seasoned professional with extensive experience in financial planning and investment management.

Retirement Planning

• Maximize your Social Security benefits
• Develop a comprehensive plan for a secure and comfortable retirement
• Explore various investment options to grow your nest egg

Investment Management

• Customized portfolio construction based on your individual goals and risk tolerance
• Regular reviews and rebalancing to ensure your portfolio remains aligned with your objectives
• Transparent reporting to track your progress and performance

Personal Financial Strategies

• Goal-setting and budgeting
• Debt management and elimination
• Insurance planning and review
• Estate planning and financial coordination

Our Proven Process

1. Discovery: We take the time to understand your unique needs and aspirations.

2. Goal setting: We work with you to establish specific, achievable financial goals.

3. Plan development: We craft a personalized plan based on your individual circumstances and objectives.

4. Implementation: We execute the plan with attention to detail and follow through with regular reviews.

5. Communication: We prioritize clear and consistent communication throughout the process.

6. Review and evolution: We constantly review and adjust your plan to ensure its continued effectiveness as your life and financial goals change.

Contact Us Today

At Sherwood Investments, we believe in building lasting relationships and guiding our clients towards financial security and success. Contact us today to schedule a complimentary consultation and discuss your financial goals with a trusted partner.