My responsibilities include providing assistance with a broad spectrum of investment opportunities, such as IRA and 401K rollovers, mutual funds, annuities, stocks, bonds, life and long-term care insurance, as well as, retirement planning that will allow each client to have peace of mind and the quality of life they deserve.
It's only natural to need advice. When it comes to investing, your natural reactions can get in the way. It’s human nature to overthink, overreact, and, at times, be overwhelmed.
I will serve as an emotional circuit breaker so you don't abandon a well-thought-out plan. That helps give you the best chance for reaching your goals, instead of letting human nature get the best of you.
My pledge is to work with each individual client committing to the highest standard of integrity and professionalism. I aim to know and understand each financial situation and provide the highest quality information, services and investments to help reach their goal.
Check Sherry J. Prader's background on FINRA’s BrokerCheck