They don’t call me ‘Share’ for nothing.
Making Progress Together: Our Quarter in Review!
Q3 was all about keeping things moving - helping our clients make sense of their money, protect what matters, and plan for what’s next.
Because financial planning shouldn’t feel overwhelming. It should feel like a deep breath.
From answering questions to talking through big decisions with you, we’re here to make the financial side of life feel simpler, clearer, and a little more exciting!
Fall is Here! A New Season & Fresh Look at Your Money.
The days get shorter. The leaves start to change. We start thinking about what’s ahead. It’s a good time to take a fresh look at your financial life. Because like the seasons change, life changes, too.
That doesn’t mean starting over. Sometimes, it means rerouting your money. Maybe some of your savings needs to stay accessible, while another portion could have a different job, or work harder for you.
The right strategy depends on your goals, your life, and what you want your money to accomplish.
At Sherri Banta Group, we start with you. We take a look at the bigger picture, explain your options, and help you make good decisions so you’re confident about what comes next.
Featured Blog: Understanding What It Means to Be a Fiduciary
You already know we’re a 100% fiduciary financial planner, but what does that really mean for you? In our featured blog, we took a closer look at our fiduciary standard, how it differs from other approaches, and what it means for the guidance you receive from us.
When you’re making important financial decisions, it matters who is sitting on your side of the table!
Another Good Read: Making Sense of Your 401(k)
A 401(k) comes with a lot of questions - especially when you change jobs, retire, or start thinking more seriously about what’s next. We broke down the options, common mistakes, and what to consider before making a move with your retirement savings.
September - Life Insurance Awareness Month - Let’s Keep the Party Going!
Plan for the unexpected. Protect what matters!
Life insurance isn’t just about what happens when you’re gone. It can also help protect your income, your family, and the financial plans you’ve worked hard to build while you’re here. September gave us a good reminder to take a look at what you have in place, and plan ahead to be sure we’re protected from the unknown!
Life Lately with Sherri
My Birthday!
I’m grateful for family, good friends, wonderful clients, and all of the people who have been part of this journey with me. There’s so much to be thankful for!
Aren’t Weddings the Best?
I had the best time celebrating with my business partner and BFF, Gwen, as her daughter got married. There’s nothing like a wedding day - family, friends, so much love, and plenty of reasons to smile. 💙
Out and About!
I spent some time at West Side Market, meeting some wonderful local business owners and hearing their stories. I love getting out, making connections, and getting to know the people behind the businesses we serve.
Because Good News is Worth Sharing
Good news is even better when it’s shared. If you know someone who is thinking about retirement, exploring financial options like annuities, or simply wants to stay informed with helpful tips and updates, send this their way.
(805) 471-1841
sherri@sherribantagroup.com
National Producer # 814008
We’ll Keep You Posted.
Helpful notes, money insights, and business updates straight from Sherri.