Our Service Menu

401k Rollovers: Roll It Into Safety

Are you facing a transition in your career? Our 401k rollover experts are here to make the process smooth and hassle-free. We’ll help you seamlessly transfer your retirement savings from your previous employer’s plan into a customized solution that aligns with your aspirations. We don’t spend your money, we re-route it for when you need it. Let’s ensure your hard-earned money continues to work for you.

College Savings: Save Now, Tax Free Later

Investing in education is an investment in the future. Our college savings supplement plans are tailor-made to your needs, ensuring that your loved ones have the financial support they need to pursue their dreams. We’ll work with you to create a plan that fits within your budget and provides peace of mind, so you can focus on what truly matters – your family’s future.

Steady Growth, Peace of Mind: Fixed Index Annuities

Financial stability doesn’t mean sacrificing growth. Our fixed index annuities offer the best of both worlds – a dependable income stream and a chance to benefit from market progress. Let’s create a safety net that lets you live life confidently, no matter what the market does.

Modern Insurance – No Loss, Only Gain

Life can change in an instant, but your financial plan doesn’t have to. Our indexed universal life plans with living benefits provide the coverage you need while letting you save for the future. Think of it as a life jacket that adapts to your life’s currents, keeping you and your loved ones secure. It’s life insurance that you don’t have to die to use.

Retire Happy, Retire Tax-Free

Retirement should be your time to shine, not a time to worry about taxes. Our tax-free retirement planning is all about helping you keep more of what you’ve worked hard for. Let’s strategize together, so you can enjoy your golden years without the burden of unnecessary taxes.

Medicare Back Office

Your guide to Medicare supplements. As advocates for seniors we pride ourselves on offering this resource to help you make informed decisions on how to best supplement your health care plan. Call 1.877.385.8083 Provide my name: Sherri Banta

Personal Pension

Is a valuable tool that empowers you to take control of your retirement savings, allowing you to build a nest egg over the years so you can enjoy your golden years without financial worries. Personal pensions offer flexibility, financial independence and contributions are often eligible for tax relief, meaning you can save on taxes while building your retirement fund.


A Simplified Employee Pension (SEP) is a retirement plan option designed to provide small business owners, self-employed individuals, and their employees with an accessible and straightforward way to save for retirement. Employees benefit from employer-funded contributions without making their own contributions. These contributions can significantly enhance their retirement savings over time. SEPs allow employers to include all eligible employees, regardless of their compensation levels or years of service, making it an equitable option for businesses with a diverse workforce.

Roth IRA

Unlike traditional retirement accounts, Roth accounts offer tax advantages that can significantly impact your financial future. One of the most attractive features of Roth accounts is tax-free growth. Any earnings and investment gains within the account are not subject to taxes as long as certain conditions are met. When you retire and start withdrawing funds from your Roth account, those withdrawals are generally tax-free. This can provide substantial tax savings during your retirement years.

So How Does It Work?

Personalized Consultation

We begin by scheduling a one-on-one consultation with you. This is where we get to know you better – your financial goals, dreams, challenges, and aspirations. We listen attentively and ask poignant questions to discover your needs. No need to pull out the file cabinet just bring yourself and your S.S. #. We pride ourselves in creating an environment where you can openly discuss your financial situation. During this consultation we will craft your personalized financial needs analysis. It’ll be a guide map for how to best preserve and protect your financial health.

Follow Up

We pride ourselves on open, clear communication. As such you will receive a follow up email to summarize your financial needs analysis and go over what was discussed during our consultation. All sensitive information will be handled via email to secure your privacy.

And We’ll Call On Your Behalf!

Phone conversations around financial planning can be intimidating. At Sherri Banta Group we do the heavy lifting, we will call your providers on your behalf to make the process seamless and less stressful for you.  As long as you are present to verify and have your Social Security Number we can help you navigate those frustrating conversations. Doing this together helps us avoid pitfalls. We act in good faith on your behalf and won’t let big companies bully you or your money around.


The next step of the process is to receive a quote of  your tailor-made plan. We will go over all the details with you to insure you have a full understanding of the offer before you accept the terms of agreement. We don’t use a one size fits all approach, we work hard to analyze your financials along with the market and to craft a modern portfolio that secures and protects you.

Annual Review

Our support doesn’t end there! We make it a priority to continue to grow our relationship with you by scheduling annual reviews where together we look over your portfolio and see if any adjustments need to be made, if any new needs have arisen or circumstances have changed.