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Contact us today to schedule a complimentary consultation to discuss your retirement strategies. If you are interested in Medicare Health Plans, I understand that a licensed agent may contact me regarding Medicare Health Plans including Medicare Supplement, Medicare Advantage, and Part D Prescription Drug Plans.

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Address:28202 Cabot Rd Suite 300 Laguna Niguel, CA 92677
Phone:(949) 397-9311
Email:steve@shermanneconsulting.com

Our Services

Income Planning
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Income Planning
Retirement Strategy & Risk
Tax Strategies
Social Security
Long Term Care
Medicare

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Shermanne Consulting Group and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Investing involves risk including the potential loss of principal. Advisory services are offered by Shermanne Consulting Group a Registered Investment Advisor in the State of CA. Shermanne Consulting Group is not affiliated with or endorsed by the Social Security Administration or any government agency. The content on this website is for informational purposes only and should not be used to make any financial decisions. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of CA or where otherwise legally permitted. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Shermanne Consulting Group is not engaged in the practice of law. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

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