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Matthew G. Sherman, Sr

Certified Financial Fiduciary
Member National Ethics Association
Member Alliance for Lifetime Income
Member Council of Financial Educators
Member Safe Money Solutions
Notary Public

For over 25 years, Matt has provided Foundation Capital and Retirement Solutions primarily for a select group of individuals who among other things are looking to elevate the performance of their retirement assets and also aspire to secure a lasting guaranteed lifetime income protection without losing control.

Matt takes his role very seriously protecting his client’s nest egg from downside market risk. Matt often says to his clients that the closer they get to retirement the more important it is to protect what they have worked so very hard for their entire life!

Utilizing strategies that have withstood the test of time, retirement asset values can grow when the markets rise and will not lose value due to stock market risk or losses. Interest credits will never be less than zero. Interest that you earn is locked in and cannot be lost due to market downturns.

Locking in gains provides dependable growth without market loss.

It takes 11% gain to break even from a 10% loss
It takes 43% gain to break even from a 30% loss
It takes 100% gain to break even from a 50% loss

Attempting to guess what the market is going to do, while jeopardizing retirement assets, will play havoc on peace of mind. Compromised long term gains may disrupt long term plans. Those approaching retirement or in retirement have already seen how volatile markets have a significant impact on retirement income.

Now is a good time to stop Mitigating Risk and Start Eliminating Risk.

Now is the time to limit your retirement asset’s exposure to volatile markets while maintaining reasonable growth!

Charities we love to Support

Dream Ride

Over the years, The Dream Ride Experience has evolved into a year-long community commitment to celebrate the achievements of Special Olympics athletes. Please consider a donation.

Big Dog Ranch Rescue


Big Dog Ranch Rescue (BDRR) is a leader in the national animal welfare movement, through compassionate, innovative rescue practices and transformative educational programs. Please consider a donation.