Chicago, IL – July 5, 2016 – Sheridan Road Financial, a leading institutional investment consulting and private wealth management firm, announced today that it has hired Janie Bock on full […]
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“Brett and his team, Steve Davis, Justin Fisk, Brandon Lewis, and Cindy Ruble, are an ideal fit for Sheridan Road,” says Daniel Bryant, Managing Partner.
Firm Named the #4 Advisor Team in the Country for Institutional Consulting Chicago, IL – May 12, 2016 – Sheridan Road Financial in Chicago, Illinois. was recently named a Top […]
(Chicago, Illinois) Sheridan Road Financial, a leading institutional investment consulting and private wealth management firm announced today that the firm has hired Linda Coffey as a senior member of the team in the Chicago office.
Sheridan Road Financial Chief Executive Officer, Daniel Bryant, was The Plan Sponsor University Adjunct Lecturer at Vanderbilt University on September 2nd.
Two members of IFP Plan Advisors, a division of Independent Financial Partners (IFP), a Tampa, Florida-based hybrid registered investment adviser, were selected as delegates to the National Association of Plan Advisors’ (NAPA) D.C. Fly-In Forum, an exclusive gathering of the nation’s leading retirement plan advisors, July 21-22.
How to Effectively Use Your NQ Plan to Gain a Competitive Advantage in Today’s Marketplace.
What is the Professional Security Plan (“PSP”) ? A tax-efficient wealth accumulation vehicle tailored specifically for executives of S-corporations, partnerships, and not-for-profit entities. It offers the opportunity for tax-deferred investments […]
Sheridan Road assists in protecting executives’ income and assets in the event of a prolonged illness or injury.
Sheridan Road assists employers and key employees accumulate assets in order to adequately replace income in retirement. Retirement income solutions include: non qualified deferred compensation plans, supplemental executive retirement plan, […]
Sheridan Road has an experienced portfolio management team that provides all of the quantitative and qualitative research behind our money/asset manager selection process. Our services include an assessment of each […]
Sheridan Road will analyze current estate plans for suitability to state and federal law and consider the appropriateness of various trusts and distribution methods to your situation, as we seek […]
Sheridan Road will review investments and portfolios for strategies that could reduce current taxable income. We will discuss the advantages and disadvantages of various tax deferral methods, as they fit […]
As part of a broad investment management strategy, risk management plays a critical role. Sheridan Road’s Risk Management Platform includes the entire spectrum of life insurance and annuity products. As licensed life […]
Education costs have risen significantly faster than inflation. Because of these escalating costs, education planning has become a high priority for parents. Sheridan Road analyzes our client’s education funding needs based upon […]
There is more than $9 trillion in retirement assets in the U.S., however, the average 401(k) balance in this country is less than $60,000. Compounded by the uncertainty of social security, […]
Sheridan Road provides comprehensive financial planning services customized to all our clients. Sheridan Road specializes in developing a detailed assessment of our client’s financial situation, understanding their goals and objectives and […]