Theresa Sherman - WSFG

07/04/2026

06/25/2026

🤔 Could the Big Beautiful Bill put more money in your pocket... or cost you more than you expect?

Many people don't realize how these changes may affect them.

👉 Click here to learn what you need to know before the changes impact your financial plan.

04/05/2026

It’s 10 days until Tax Day. A busy person like you might find themselves filing your taxes in the final stretch for many reasons. Don’t sweat it! Get your paperwork together, talk to your trusted tax professionals, and remember that filing for an extension is possible before April 15th!

10/09/2025

The highest compliment I can receive… when your daughter dresses like you for Hero Day! 🩷 It melts my heart to know she sees me as her hero. Such a sweet reminder that our little ones are always watching and learning from us every day. 💕

09/19/2025

This past weekend, my family and I spent our time volunteering at Troy Family Daze, raising money for the Troy Community Foundation.
Not only was it a chance to give back, but it was also a reminder of how powerful volunteering as a family can be:

✅ It strengthens our bond through shared purpose and teamwork.

✅ It teaches our kids firsthand the value of service and empathy.

✅ It connects us to our neighbors and the greater community.

✅ And most importantly, it creates a ripple effect—because every dollar raised goes right back into programs, projects, and grants that support Troy.
We came home tired but proud, knowing our time together made an impact bigger than ourselves.
If you’ve ever considered volunteering as a family, I can’t recommend it enough. The joy of serving together is something you’ll carry far beyond the event.

08/18/2025

Exciting news: we have a beautiful new website! We’d love for you to come take a look.

We are thrilled to announce the launch of our brand-new website. We created our site to make it easier for you to get in touch, and to provide you with valuable financial information.

Our site features videos, articles, and calculators to educate, entertain, and answer your questions. New content will appear on a regular basis, so be sure to bookmark it and come back often.

If you see anything there that sparks interest or questions, feel free to send us an email or give us a call. You can also share our new website with your family and friends. We are never too busy to help someone important to you!

Visit www.wealthsfg.com today!

06/24/2025