Sherwood Investment Services - Financial Advisor & Independent Fee Only financial planner in Redmond, WA.

Sherwood Investment Services
	Customized retirement planning and investment management 25+ Years investment experience to clients nationwide Fee Only. No commissions SEC and NAPFA Registered
Sherwood Investment Services in Redmond, WA has 25+ years experience providing completely independent financial and retirement planning. We specialize in managing investments and helping clients plan for retirement on a Fee-Only basis (no commissions). We help clients nationwide. Investment management and financial planning is customized to fit each client's needs, helping them preserve their assets and grow them for the future. Regardless of whether you are preparing your children for college, preparing for retirement or are already retired, we want to help you achieve financial security and worry less about your financial future. By being an independent financial advisor, we are not pressured to sell any financial investment or insurance that might not be in your best interests. We have nothing to sell you and no sales quotas to meet. You receive objective, unbiased advice, assuring that the financial strategy developed for you fits your objectives. As an SEC Registered Investment Advisor, we have specific fiduciary responsibilities not required of a stock broker. Our legal and ethical responsibility is to you, and we are required to do what is in your best interest at all times. We are a fee only investment advisor. All securities are purchased and sold for you without commissions. We do not receive one penny from commissions, thereby avoiding any possible conflicts of interests. The only product we sell is our exceptional service, unbiased investment advice, and sound investment strategies. Our fee is based solely on the value of your investment portfolio, so when your portfolio grows, we both benefit. You receive one-on-one personalized service of a small firm with the support services of a large firm since we work with an expert team of CPAs and estate attorneys. We stay in frequent contact with you to keep you informed and for us to remain up-to-date on your financial requirements. Regardless of where you live, you can easily reach us and we can work with you since we are registered nationwide with the SEC. Our clients reside in over a dozen different states.
We want you to have financial security, not just securities. Our only compensation is based on the value of your portfolio. So when your portfolio grows, we both benefit.
Contact us for additional information