Experience

Benefit & Financial Strategies

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Mar 2003 - Present

  I started my career in retail banking in 1992 and have practiced as an independent investment advisor since 1999. I provide planning and financial services to both individuals and businesses, On a day to day basis I strive to find creative ways to grow wealth and make it last. A great thing about my job is that every person's needs and goals are unique. It's as much an art as it is a science. Working in partnership with other associates at Benefit & Financial Strategies, I'm also able to advise clients on individual insurance, group benefit & retirement plans, and estate planning. I enjoy being active in the community serving civic and youth organizations. My wife and I share our home with our three daughters and we enjoy many outdoor activities as well as Flagstaff’s cultural events. Michael Sherwood offers products and services using the following business names: Benefit & Financial Strategies - insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA(www.finra.org)/SIPC(www.sipc.org) - securities and investments | Ameritas Advisory Services (AAS) - investment advisory services. AIC and AAS are not affiliated with Benefit & Financial Strategies. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.