Hello, I'm Sharon, a Licensed Mortgage Broker, certified professional Retirement Planning Adviser and Finanical Advocate. With years of experience and a genuine passion for helping individuals secure their financial futures - I am YOUR Safe Money Lady™.
“Bill and I met Sharon in 2007, when Bill was about to retire. We wanted to diversify what we had in retirement and try to grow it a little more. Sharon met with us and explained the different programs, annuities, insurances, etc. she had to offer then guided us moving forward. Sharon has continued over the years to keep our financial lives better by always keeping us in the best programs as they become available. Sharon has helped us get to being financially secure. Sharon has always made us feel like we were more than just another client. We consider Sharon family and converse in conversation regularly. We are always recommending Sharon to family and friends. And we would like to say Thank You Sharon for all that you do!”
— Debra & Bill D.
Welcome to Protecting Your Nest Egg and Sharon's Retirement Planning Expertise
With a rich reservoir of experience and a genuine dedication to securing individuals' financial futures, I've cultivated a career focused on guiding clients through the multifaceted landscape of retirement planning.
As a seasoned professional, my knowledge extends to a comprehensive array of financial instruments, each carefully curated to align with your unique needs and aspirations. Among these tools, I specialize in Fixed Indexed Annuities, Life Insurance, and Indexed Universal Life Insurance policies. These versatile financial instruments form the cornerstones of a well-rounded retirement strategy.
Here's what sets me apart:
1. Tailored Solutions: I believe that retirement planning should be as unique as the individual. I work closely with my clients to craft personalized strategies that cater to their specific financial goals and circumstances.
2. Comprehensive Expertise: My in-depth understanding of the intricacies of retirement planning allows me to navigate complex financial landscapes, ensuring that you make informed decisions about your financial future.
3. Holistic Approach: Retirement planning is not just about saving; it's about achieving financial freedom. I consider various aspects, including estate planning, tax strategies, risk management, and investment diversification, to create a well-rounded retirement plan.
4. Ongoing Commitment: My dedication to your financial well-being doesn't stop at the initial plan. I provide ongoing support and adjustments as your circumstances evolve, ensuring that your retirement plan remains on track.
Join me on this journey toward financial security and peace of mind during your retirement years. Together, we'll explore the intricate world of retirement planning, leveraging the power of Fixed Indexed Annuities, Life Insurance, and Indexed Universal Life Insurance policies to build a robust foundation for your golden years.
Are you ready to take control of your financial destiny? Let's get started today."
Financial security in retirement doesn’t just happen. It takes planning and commitment and, yes, money!
Protecting Your Retirement Wealth
Safeguarding your retirement assets is paramount in today's ever-evolving financial landscape. While it's essential to stay informed about potential economic shifts, it's equally crucial to rely on accurate information. Let's separate fact from fiction.
A Balanced Perspective:
The government's role in retirement planning has been a topic of discussion in recent times, fueled by concerns surrounding the National Deficit and the demand for Treasury Bonds. It's vital to approach this subject with a balanced perspective, taking into account historical context and international experiences.
The Reality of Retirement Planning:
It's accurate that in recent years, certain countries have implemented unconventional measures, particularly during times of financial turmoil. Some of these measures have included actions related to private retirement accounts. However, it's crucial to recognize that these steps were taken in response to unique economic circumstances within those specific countries.
Your Financial Future:
Retirement planning remains a deeply personal journey. Staying well-informed, comprehending the range of available options, and collaborating with financial professionals who genuinely prioritize your best interests are essential components of your financial strategy.
At Sharon's Protect Your Nest Egg Retirement Planning, I am committed to helping you navigate the complexities of retirement planning, ensuring that your wealth is secure and your future is financially sound. Together, we'll explore strategies and investment vehicles that align with your retirement goals, while also keeping you well-informed about potential legislative changes that may affect your retirement accounts.
Your retirement is too important to leave to chance. Let's work together to build a retirement plan that stands strong, regardless of economic fluctuations. Your financial security is our priority.