Specialist in Financial Planning, Tax Strategy & Medicare
Specialist in Financial Planning, Tax Strategy & Medicare
We now offer tax preparation to all clients through our partnership with
We now offer tax preparation to all clients through our partnership with
Your Advisors
Your Advisors
Dan Sherman is married with a young daughter. He manages his family's retirement and knows firsthand the challenges of aging with families in need of skilled nursing and assisted living.
Dan Sherman is married with a young daughter. He manages his family's retirement and knows firsthand the challenges of aging with families in need of skilled nursing and assisted living.
- Over 24 years of market experience
- CSULB B.S. emphasis Investment Analysis
- UCI Certificate in Personal Financial Planning
- Candidate for CFP® certification
- Licensed Series 65, 63, and Life and Health
- Certified for Long-term care, Medicare, Annuities, Life, and other insurance products
Our Investment Team
Our Investment Team
Our partner Wade W. Slome, CFA®, CFP®, through his firm Sidoxia Capital Management provides professional investment management to our high net worth clients.
Mr. Slome’s experience includes managing over $20 Billion in one of the largest growth funds in the U.S.*
He holds an MBA from Cornell University, BA from UCLA, and the highly coveted chartered financial analysis™ designation
*Ultra Fund @American Century Investments
Medical is the 1# expense
Medical is the 1# expense
Everyone needs to see a doctor and that can get expensive and scary.
Medicare only provides 80% of the payment to your doctor
Having a financial advisor that knows you and your medical issues is a win-win for our clients.
We have been featured in
Financial planning is much broader than just investments:
Financial planning is much broader than just investments:
What you get from MindWallet
What you get from MindWallet
Time to enjoy your life rather than focus on the markets
Time to enjoy your life rather than focus on the markets
Professional guidance on your investments
Professional guidance on your investments
A full analysis of your financial needs
A full analysis of your financial needs
Financial Planning
Financial Planning
Tax strategy and preparation
Tax strategy and preparation
Succession and Estate Planning review
Succession and Estate Planning review
Property Analysis and Management
Property Analysis and Management
Long term guidance through every stage of your life
Long term guidance through every stage of your life
Almost every Medicare health insurance carrier available with an independent agent who knows you
Almost every Medicare health insurance carrier available with an independent agent who knows you
Fun activities throughout the year
Fun activities throughout the year
Peace of mind
Peace of mind