Phil Sherrill Chfc

Phil Sherrill Chfc

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“Our mission is to create and continually enhance our client’s personal and/or familial Confidence about their future financial security.”

Immediate vs. Deferred Annuities 12/19/2016

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Immediate vs. Deferred Annuities Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

A Home Insurance Claim: To File Or Not To File 12/16/2016

is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

A Home Insurance Claim: To File Or Not To File Learn when it may not make sense to file a claim on your home insurance.

Weighing the Benefits of Prepaid Debit Cards 12/02/2016

Thinking about a prepaid debit card? Consider the pros and cons.

Weighing the Benefits of Prepaid Debit Cards It's important to understand the pros and cons when considering a prepaid debit card.

When Special Care Is Needed: The Special Needs Trust 11/28/2016

A can help care for a special needs child, even after you’re gone.

When Special Care Is Needed: The Special Needs Trust A special needs trust helps care for a special needs child when you’re gone.

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