- Transition Into Retirement
Matthew G. Sherman, Sr
For over 25 years, Matt has provided Foundation Capital and Retirement Solutions primarily for a select group of individuals who among other things are looking to elevate the performance of their retirement assets and also aspire to secure a lasting guaranteed lifetime income protection without losing control.
Matt takes his role very seriously protecting his client’s nest egg from downside market risk. He often says to his clients that the closer they get to retirement the more important it is to protect what they have worked so very hard for their entire life!
Utilizing strategies that have withstood the test of time, retirement asset values can grow when the markets rise and will not lose value due to stock market risk or losses. Interest credits will never be less than zero. Interest that you earn is locked in and cannot be lost due to market downturns.
LICENSES & ACCREDITATIONS
- Member National Ethics Association
- Member Alliance for Lifetime Income
- Member Council of Financial Educators
- Notary Public
AREAS OF EXPERTISE
- LIFE INSURANCE
- LIVING BENEFITS
- TAX-FREE RETIREMENT
- LONG-TERM CARE INSURANCE