About
Insurance My Way
Insurance My Way is a comprehensive financial services firm that helps Florida’s soon to be retired and retired residents effectively plan for and prepare for life’s greatest journey.
We understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. As the majority of our clients are retirees with similar concerns, we’ve had the opportunity to gain the skills and experience necessary to provide the help and insight you need when planning for your future.
Our focus is on empowering pre-retirees and retirees towards a safe, secure, and stress-free retirement. We are committed to guiding our clients through the intricate landscape of retirement income planning, protection, and wealth preservation by minimizing unnecessary risks. With a dedicated emphasis on financial literacy and strategic holistic planning, we strive to assist you in making informed and smart decisions that resonate with your goals.
Learn More About
Our Financial Solutions
Retirement Income Strategies
- Maximize Social Security Benefits
- Maximize Pension Benefits
- Guaranteed Lifetime Income Options
Tax Planning Strategies
- Tax-Deferred Options
- Tax-Free/Advantaged Options
- Roth IRA Conversions
Asset Protection & Reallocation
- Minimizing Stock Market Risks
- Putting “Lazy” Assets to Work
- Asset Diversification
Health Care Planning
- Long-Term Care Planning
- Health Insurance
- Medicare/Medigap
Legacy Planning
- Wills and Living Trusts
- Estate Planning
- Insurance Products
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Our Educational Events
UPCOMING EVENTS
Events in March 2026
- There are no events scheduled during these dates.
Download Our Guides
Stress Free Retirement
This book has done for the annuity marketplace what Tax-Free Retirement did for life insurance. The response has been overwhelming. Nearly every person who reads this book wants to schedule a follow up with the person who gave it to them to discuss how this product can enhance their retirement. Don’t miss out! This is the book you have been waiting for. A book that could revolutionize your retirement years.
Browse Our Blog
Income Tax vs. Capital Gains Tax: What’s the Difference?
Understanding the difference between income tax and capital gains tax is a key part of smart financial planning. While both [...]
Retirement Readiness for Generation X: Overcoming the “Sandwich Generation” Squeeze
As a financial advisor, I've had the privilege of working with many clients from Generation X—the often-overlooked cohort born between [...]
Is a Roth IRA Conversion in Your Future?
Retirees aiming to reduce their taxes in retirement can benefit from strategic conversions and transfers between traditional and Roth Individual [...]
Contact Us
Our experience and expertise can help you customize a plan for retirement, make sure you have enough income to last you for the rest of your life, minimize unnecessary risks, and leave behind a legacy for your loved ones. If you would like to schedule a complimentary, no-obligation consultation or second opinion review, please contact us today.
Office Location:
700 South Rosemary Avenue,
West Palm Beach,
Florida 33401
Our Email:
• mattsherman@insurancemyway.com
• meagan@insurancemyway.com
Our Phone:
