Financial Planning

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 evaluating their alternatives. Our recommendations will be consistent with our client’s risk tolerance, tax situation, income, expense levels, cash reserves for contingencies and his/her overall attitudes and philosophies regarding personal and financial issues. Because changes in external and personal circumstances can have significant planning implications, we provide “what if” scenarios in addition to annual progress reports of a plan. The written analysis/deliverable encompasses recommendations that provide a successful roadmap for accomplishing our clients’ goals and objectives. Once we have delivered the plan we will assist each client in implementing the plan by searching for appropriate investments, meeting with tax and legal advisors and comparing current insurance coverage’s.

  • Investment assets serviced by Sheridan Road will be regularly monitored
  • Performance reports are provided at least twice per year
  • We monitor all activities of the money manager(s) chosen for each asset class
  • Investment Committee convenes monthly to review each portfolio