Breaking Down Barriers in Financial Advising: Insights from Phil Sherman, CFP®. Phil recently took the stage as a featured speaker at the prestigious National Plan Adviser conference, where he shed light on some key pillars of effective financial planning: clear communication, behavioral finance, and inclusivity.
In this article we breakdown “the Fed,” including its purpose, workings, and how its key decisions ripple through their personal financial landscape.
Gain Financial Clarity and Take Control of Your Future! Join our exclusive webinar designed for Mid-Career Professionals. Discover essential financial insights, retirement planning strategies, debt management tips, and more. Don't miss out on this opportunity to navigate your financial future with confidence. Register now!
While summer is often associated with relaxation and carefree days, it's crucial not to overlook your financial well-being during this time. In this 8 Step Summer Financial Check-In we will explore the reasons why this is the perfect season to check on your finances. We will also provide tips and insights to help you maintain financial stability and offer guidance on how to make the most of your money during this vibrant season.
Deschutes Senior Retirement Plan Consultant Phil Sherman, CFP® gives personal insight on setting your family up for financial success. His article is titled "A Roadmap for Helping Your Parents with Their Finances" and the attached PDF with his advice is available for download.
Deschutes Investment Consulting Corporate Retirement Plan Team has been recognized by NAPA as one of the nation's Top Defined Contribution Advisor Teams in the country. We take pride in empowering each other and working together to create the best possible outcome for our clients. Thanks to NAPA for the recognition!