MY VISION:
To be your trusted financial
consultant, providing
continuous asset
management and a lifelong
commitment to achieving your
financial goals.
To be your trusted financial
consultant, providing
continuous asset
management and a lifelong
commitment to achieving your
financial goals.
| Ginny Sherrow Certified Financial Planner |
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| Contact me: 248-390-7252 gsherrow@meridian-advisory.com |
I provide exclusive financial planning services , asset management,
and business consulting focused on my client's goals and the
lifetime steps that it will take to achieve them.
What makes me unique: I limit my client base in order to provide
the best possible financial planning services and continuous asset
management. I am only interested in helping a select few clients
realize their financial goals from beginning to end.
Reasons to work with me:
- Experience: I've worked with a wide range of clients, from
college students to small business owners. - Education: I am a Certified Financial Planner with a broad
knowledge base within the financial services arena;
particularly business specific issues. - Limited number of clients equates to personal service &
exclusivity to you. - My motivation is to add value; not to make huge profits off of
you.
Questions that I can help you answer:
- Are you saving enough for retirement?
- Will you have the funds to help your children attend college?
- Are you going to be able to live the lifestyle that you always
imagined? - Are you using all of the tax advantaged opportunities
available to you?
There are many avenues to save and invest, and in order to find the
proper ones you need to take careful consideration of all your
options, keeping your total financial picture in mind.
- Are you keeping your money in your pocket and out of the
government’s? - Are your assets properly allocated and diversified based on
your tolerance for risk? - How often do you re-balance your portfolio?
- Do you track the performance of the funds you are invested
in? - Is your family protected in case of a financial crisis such as
death or disability? - Will the government be your biggest heir?
| Independent, Fee-Only Financial Consulting & Asset Management For Personal & Business Planning |
| You can call (248) 390-7252 or send an email to gsherrow@meridian-advisory.com to schedule a meeting. Initial consultations are always free. |
| TM |