Clients in this range should be comfortable with and able to utilize email, websites and other forms of electronic communication
All planning services are offered free of charge to clients with $750,000 or above managed by Sherrill & Hutchins. For all others, financial planning services are available at $250/hr. Hourly planning clients are not required to have any assets managed by Sherrill & Hutchins.
*Sherrill & Hutchins does NOT sell insurance products, or prepare tax returns or legal documents. A need in these areas will require the services of an outside professional. We can provide referrals and coordination upon request.