Are you actively preparing for life’s big events – college for the kids? A wedding or dream vacation? Retirement? If you are already saving and are looking for active and professional management of your assets, Sherrill & Hutchins has a program designed specifically for you.
The Mid-Career Program is tailored to serve the specific needs of early to mid-career individuals with investable assets of $100,000+. The Mid-Career Program service model offers experienced investment management based on sound business fundamentals, not speculation. This program takes a long-term view of client needs and assets and provides an investment plan aimed at building wealth through diversified investments with proven track records. Clients in the Mid-Career Program are coached to develop a vision for the future and a plan to bring that vision to life including personalized, recommended monthly savings numbers based on income, lifestyle, and career goals. Basic planning needs are addressed through an array of on-line materials that have been assembled and developed by the financial professionals at Sherrill & Hutchins. Annual check-up meetings are also available (and recommended) at no additional charge.