Welcome To Health & Wealth Financial Planning
Helping You Secure Financial Peace-of-Mind
Helping You Secure Financial Peace-of-Mind
We are as concerned for your health as we are about keeping your money safe!
Our office is cleaned thoroughly after every appointment....
Just let us know if we can provide you with a personal mask and hand sanitizer.
Our office is cleaned thoroughly after every appointment....
Just let us know if we can provide you with a personal mask and hand sanitizer.
About Us
|
Dan Sherwood
Retirement Planning Specialist Dan Sherwood, of East Tennessee, is both a U.S. Military Veteran as well as a Veteran of the Insurance industry with over 22 years of experience as a Financial Services Professional. He is a long-time entrepreneur and has been a proponent of financial education throughout his career. Starting out in 1993 as a Marine Corps non-commissioned officer, he has been a proven leader in taking on critical assignments as the head custodian of his entire company armory. After receiving his Honorable Discharge from the Marines in 1997 he started his financial career with a Fortune 100 Insurance company.
Working with individuals and business owners, he developed his career as a financial strategist in industries ranging from retirement planning to healthcare, and has held several leadership positions with various organizations including numerous Non-Profit Corporations, and several fortune 500 Companies. His dad was an educator, and Dan has chosen to continue the tradition of educating others. With an emphasis on education, Dan has been able to enrich client experiences, and develop innovative approaches to financial security. He has traveled all over the country, including 47 of the 50 United States of America in order to help educate others on their retirement benefits and insurance strategies to enable more people to live and retire with financial security. Dan also serves as a non-profit public speaker in order to motivate others to fulfil their true purpose in life. He has extensive experience in Federal Employee Benefits, TSP Plans, Retirement Planning, Medicare, Social Security, Estate Planning, College Funding, Mortgage Protection, Wealth Transfer, Disability Income, Long Term Care Planning, Annuities, and Life Insurance Policy Reviews. When he isn’t busy at work, you can find him spending time with his family, exploring the great outdoors and enjoying the natural beauties of this world in which we live. As an avid musician he also enjoys playing his Taylor Guitar while drinking coffee on his front porch. |
Our Financial Services
What We Do For Clients At Health & Wealth Financial Planning
What We Do For Clients At Health & Wealth Financial Planning
What We Offer
At Health And Wealth Financial Planning we focus on ONE Thing – INCOME. We focus on Growing your Income, Protecting your Income, and Never Outliving your Income! The THREE Core Services that we offer are: Income Growth, Income Protection, and Income Guaranteed.
Income Growth
Financial Planning, Tax-Free Life Insurance Strategies, College Funding, Mortgage Protection
Income Protection
Disability Income, Long Term Care, Life Insurance with Living Benefits
income guaranteed for life
Retirement Planning, Federal Benefits, 401K’s and IRA’s, Annuities, RMD’s, Medicare, Social Security, Estate Planning, Wealth Transfer
Recommended Article
|
|