Our Mission
How We Work
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, sick leave and more.
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.
One of our primary goals is to develop a long-term, trusting relationship with you.
Our Process
We create strategies that are tailored to your needs and goals.
Our History
Years of experience have prepared us to guide you through your life transitions.