Phil Sherrill Chfc

Phil Sherrill Chfc

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“Our mission is to create and continually enhance our client’s personal and/or familial Confidence about their future financial security.”

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member http://www.finra.org/ / http://www.sipc.org/. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Investment products and services available only to residents of : Arizona (AZ), North Carolina (NC), South Carolina (SC). We

Immediate vs. Deferred Annuities 12/19/2016

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Immediate vs. Deferred Annuities Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Tax Deductions You Won't Believe 12/14/2016

You won’t believe what these taxpayers tried to get away with.

Tax Deductions You Won't Believe Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

And the Executor Is 12/09/2016

Here are a few key factors to consider when naming an executor for your estate.

And the Executor Is The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Personal Finance Tips for Military Families 11/30/2016

U.S. Service Members should consider taking advantage of programs that are available.

Personal Finance Tips for Military Families Military families face unique challenges, making personal finance even more critical.

An Overview of Renter’s Insurance 11/25/2016

Renter? Think you’re covered by the owner’s insurance? Do a double check.

An Overview of Renter’s Insurance Don’t overlook the need for renter’s insurance if you rent your home.

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Cornelius, NC
28031