Phil Sherrill Chfc

Phil Sherrill Chfc “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

are licensed to sell Insurance products in the following states : Arizona (AZ), North Carolina (NC), South Carolina (SC).

9605 Caldwell Commons Circle | Suite D
Cornelius, NC 28031

changes everything, including your needs. Here are some things to look out for
12/21/2016

changes everything, including your needs. Here are some things to look out for

Marriage changes everything, including your insurance needs.

Wondering about your choices for putting aside money for retirement? Learn more about your options.
12/19/2016

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

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

is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
12/16/2016

is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

Learn when it may not make sense to file a claim on your home insurance.

You won’t believe what these taxpayers tried to get away with.
12/14/2016

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

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Here are a few key factors to consider when naming an executor for your estate.
12/09/2016

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

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

Use your car for business? Make sure you're on the same page as your insurance carrier.
12/07/2016

Use your car for business? Make sure you're on the same page as your insurance carrier.

At what point can you call a personal vehicle commercial?

A retiree’s should reflect the lifestyle choices he or she makes in . Does yours?
12/05/2016

A retiree’s should reflect the lifestyle choices he or she makes in . Does yours?

Lifestyle considerations in creating your retirement portfolio.

Thinking about a prepaid debit card? Consider the pros and cons.
12/02/2016

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

U.S. Service Members should consider taking advantage of programs that are available.
11/30/2016

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

Military families face unique challenges, making personal finance even more critical.

A can help care for a special needs child, even after you’re gone.
11/28/2016

A can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

Renter? Think you’re covered by the owner’s insurance? Do a double check.
11/25/2016

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

Don’t overlook the need for renter’s insurance if you rent your home.

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Cornelius, NC
28031

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