Sherri Banta Group

Sherri Banta Group Financial Planning at its finest | Fiduciary and Broker
No consultation fees...EVER. Est. 4.1.11

Union Pacific’s Big Boy No. 4014 coast-to-coast tour celebrating the 250th anniversary of the United States, rolled thro...
06/08/2026

Union Pacific’s Big Boy No. 4014 coast-to-coast tour celebrating the 250th anniversary of the United States, rolled through Rocky River today!

What a sight to see one of the most famous locomotives ever built.

This is my why 🩵 One of the greatest gifts you can give your family isn’t found in a box—it’s financial security and pea...
06/08/2026

This is my why 🩵

One of the greatest gifts you can give your family isn’t found in a box—it’s financial security and peace of mind.

It’s Annuity Awareness Month! Annuities can help provide a reliable stream of income during retirement, helping ensure that you don’t become a financial burden on your children later in life. They can also create stability for your spouse and loved ones by providing predictable income when it’s needed most.

For parents, an annuity can mean greater confidence that retirement expenses are covered. For children, it can mean knowing their loved ones have a plan in place and are protected from the uncertainty of outliving their savings.

Life is unpredictable, but your financial future doesn’t have to be. Investing in an annuity is about more than growing your money—it’s about caring for the people who matter most.

Because the best legacy isn’t just what you leave behind. It’s the security, confidence, and peace of mind you provide along the way.
Protect the People You Love—Today and Tomorrow 🩵

Congratulations, Class of 2026! Now let’s talk about the part no one covered in school.Graduation season is here, and wh...
06/08/2026

Congratulations, Class of 2026! Now let’s talk about the part no one covered in school.

Graduation season is here, and whether your graduate is heading into their first job, college, or building something of their own, there’s one gift that outlasts all the others: a strong financial foundation.

One conversation about budgeting, saving, debt, or investing early can shape an entirely different future.

Share this with a graduate you love.

My client came to me not knowing where to start, and that actually made things easy!One of the most common things I hear...
06/05/2026

My client came to me not knowing where to start, and that actually made things easy!

One of the most common things I hear from new clients is: ‘I didn't reach out sooner because I didn't think I had enough to work with.’

You don't need to have it all figured out to start a conversation - SBG meets you exactly where you are: no judgment, no pressure, just a plan built around your life.

If you’re wondering whether now is the right time, it probably is.

Interested in learning more? I’m happy to chat - DM me or call/text (805) 471-1841!

June is Annuity Awareness Month - and most people don't know what they're missing.An annuity isn't a product - it's a pr...
06/04/2026

June is Annuity Awareness Month - and most people don't know what they're missing.

An annuity isn't a product - it's a promise. A promise that no matter how long you live, a portion of your income will still be there.

This month, we're pulling back the curtain on one of the most misunderstood tools in retirement planning. Stay with us.

What’s one thing you’ve heard about annuities - true or not?

June is Annuity Awareness Month. Here’s a fun fact- Babe Ruth invested in annuities, which played a crucial role in secu...
06/03/2026

June is Annuity Awareness Month.
Here’s a fun fact- Babe Ruth invested in annuities, which played a crucial role in securing his financial future, especially during the Great Depression. He purchased an annuity with his World Series winnings and a portion of his salary. This strategic move provided him with a steady income stream during his retirement, even amidst the economic hardships of the 1930s.
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Annuities are worth exploring if:
✅ You are saving for retirement
✅You want low risk, big reward savings
✅Tax deferred growth
✅A pension personalized for your life
✅Ensures savings regardless of market conditions
Call or email us today to chat about your future! Start today! 📲💻

In honor of Small Business Month, we want to recognize small business owners like us - and here’s a reminder … Not only ...
05/26/2026

In honor of Small Business Month, we want to recognize small business owners like us - and here’s a reminder … Not only do you need a business plan - you NEED a solid financial plan!
That’s where we come in. You don’t need a lot to start, you just have a to start!

Hats off to you graduates! 🎓Here’s to making sense of your dollars.
05/21/2026

Hats off to you graduates! 🎓

Here’s to making sense of your dollars.

Address

501 Shell Beach Road , Suite E
Pismo Beach, CA
93449

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18054711841

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