Our Clients
Business Owners
We strive to help business owners from the start-up phase of their business up to reaching an enterprise level firm. There are many complexities in the realm of business and having we provide a customized approach to any point you are in the life cycle of your business.
Here are some of areas we assist business owners with the following and more:
- Entity Selection
- Retirement Plan Analysis and Feasibility
- Tax Planning
- Succession Planning
Divorcees
Going through a divorce can be one of the hardest events in a person’s life. Having a qualified professional there to assist you with the financial aspects of a divorce can help empower you to make the best possible decisions. Our clients see the most success when we work with them during the pre-divorce, separation, and post-divorce stages.
We help clients in the following areas and more:
- Assist in preparation of Financial Affidavits and Statement of Financial Position
- Pre and Post-Divorce Cash Flow Scenarios
- Tax Projections and Tax Compliance
- Settlement Analysis
Professionals with Equity Compensation
Many employees at companies with equity compensation know little about their benefits. We do a full review of these benefits and make sure you are aware of how your equity compensation is structured, the dates to know, and how each of them gets taxed. We have assisted clients with the following types of compensation:
- Restricted Stock Units
- Incentive Stock Options
- Non-qualified Stock Options
- Employer Stock Purchase Plans
- Deferred Compensation Arrangements
High-Net Worth Individuals
High income earning families that have a need for organization and strategy are ideal clients for Sherman Wealth Solutions LLC. We help them keep on track with the tasks they need completed to allow them to reach their personal and financial goals. Some areas we assist these clients in are:
- Asset Location
- Employee Benefit Reviews
- College Funding and Analysis
- Debt Management
- Family Legacy Planning