Sherwood Financial Group
Sherwood Financial Group
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    • Cash Flow Management
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  • In-Take Form
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  • More
    • Home
    • Our Mission
    • Our Team
    • What We Offer
      • Cash Flow Management
      • Investment Management
      • Estate Planning
      • Education Planning
      • Retirement Planning
      • Tax Planning
    • In-Take Form
    • Contact Us
    • Resources
    • FAQ's
  • Home
  • Our Mission
  • Our Team
  • What We Offer
  • In-Take Form
  • Contact Us
  • Resources
  • FAQ's

Welcome

There's much to see here. So, take your time, look around, and learn all there is to know about us. We hope you enjoy our site and take a moment to drop us a line.

Useful Resources and Forms

3 Buckets Retirement Strategy (pdf)Download
Sherwood Intake Form (pdf)Download
Sherwood Retirement Lifestyle Plan (pdf)Download

Free resources for financial Planning

Credit Score Managers

  • www.myfico.com​
  • www.kreditkarma.com

Investment Calculators

  • www.nerdwallet.com​
  • www.dinkytown.net​
  • www.bankrate.com

Account Aggregators

  • www.personalcapital.com​

Spending Trackers

  • www.youneedabudget.com (YNAB)​
  • www.mint.com

Banks

  • https://www.mybanktracker.com


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