Sherpa Financial Group

Sherpa Financial Group Wisdom. Vision. Integrity. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC.

Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Sherpa Financial Group and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

Start building your child's financial future today with these key points to know about Roth IRAs.
09/02/2026

Start building your child's financial future today with these key points to know about Roth IRAs.

Learn about the benefits and requirements of opening a Roth IRA for kids.

When it comes to investing, you may be your own worst enemy.
08/31/2026

When it comes to investing, you may be your own worst enemy.

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

A retiree’s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours?
08/28/2026

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

Lifestyle considerations in creating your retirement portfolio.

Do you know how missing the best and worst market days might affect your portfolio?
08/26/2026

Do you know how missing the best and worst market days might affect your portfolio?

All about how missing the best market days (or the worst!) might affect your portfolio.

Want to know if you or your loved ones will be affected by the new Social Security Fairness Act? Read more about these i...
08/24/2026

Want to know if you or your loved ones will be affected by the new Social Security Fairness Act? Read more about these important changes and what they mean for retirement strategy.

Keep your clients up to date with the implementations of the Social Security Fairness Act and what timelines to expect.

08/21/2026

Is there a role for both active and passive investments in your portfolio?

Every year since 1947, the U.S. President pens an economics textbook.
08/19/2026

Every year since 1947, the U.S. President pens an economics textbook.

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

You've allocated your assets; you just may not realize it yet.
08/17/2026

You've allocated your assets; you just may not realize it yet.

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
08/14/2026

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

An ILIT could play a role in your estate strategy.
08/12/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Address

8250 Haverstick Road Suite 280
Fishers, IN
46240

Telephone

+13179133365

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