How to Retire Early

Retiring early can be a dream come true, but it's important to be aware of all the facts.

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Ideal Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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Forecast

This short video helps explain why markets can be as unpredictable as the weather.

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Discover Smarter Solutions

We proudly serve Florida state employees and retirees, providing skillful guidance to help them choose the retirement planning solutions right for them. Sherwin & Associates also works closely with educational and governmental employers to deliver the support they need for their employer-sponsored retirement plans.

Retirement

We specialize in the Florida retirement system pension and investment plan, DROP, and sick leave.

Medicare

We can help you enroll in Medicare as well as enroll you in a Medicare supplement plan

Taxes

Understanding tax strategies and managing your tax bill should be part of any sound financial approach.

Our Approach

Assess, develop, and implement an effective retirement plan

Intelligent Planning for a Smarter Retirement

“Look before, or you’ll find yourself behind.”

- Benjamin Franklin

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Who We Are

I founded Sherwin and Associates, to help provide education/state employees access to retirement planning services that are tailored to their specific needs. Our customized solutions are set-up, implemented, and monitored to help ensure successful financial and retirement goals.

Working directly with employees enrolled within the Florida Retirement System, I keep enrollees informed of quarterly industry trends that may impact their individual goals to help position them to retire successfully.

About Us

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

Investments

Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

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Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

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Estate

Effective estate management enables you to manage your affairs during your lifetime and beyond. With many years of collective experience, we'll help secure your legacy for future generations.

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Insurance

Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's unexpected events.

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Tax

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

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