Lindsey M. M. Sherer, a CERTIFIED FINANCIAL PLANNER™ professional understands that individuals face unique challenges before and after retirement. For over 13 years, Lindsey’s commitment has been to understand every aspect of her clients’ lives, create their long term financial plans, provide unbiased strategies to help solve complex problems, help protect and grow their net worth and assist them in achieving their legacy goals. Lindsey works hard to develop close relationships with her clients and to effectively manage their assets and liabilities so they can live the life they choose. Whether you are investing to build wealth, protect your family, preserve your assets, or build a retirement income, Lindsey's personalized service focuses on your needs, wants, and long-term goals.
CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in most areas of financial expertise and must accrue hundreds of hours of experience prior to earning their certification.
My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.