My name is Sherjuan “Sherm” Brown. I specialize in helping my clients financially prepare for retirement, which often includes the proper use of annuities. I help clients all over the country find ways to generate more retirement income while protecting their money during these turbulent times.
Despite the current volatility in the market and today’s interest rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.
While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, a few financial professionals know how to convert your savings into a long-term sustainable income while protecting your money so that you can spend with confidence when you retire.
For more than 20 years, I have helped individuals and families make important financial decisions. My career began in the mortgage industry, where I worked closely with veterans and military families, helping them achieve homeownership and build a foundation for financial security. I later became licensed in life and health insurance and worked with educators in the Las Vegas school district, providing financial literacy education, wealth-building strategies, and retirement planning concepts. I founded Intelli-Vest Financial to create a financial planning experience centered on education, relationships, and long-term financial freedom.
My guiding principle is simple: “What is in my client’s best interest?” I believe in the motto, “Be the change you want to see,” and strive to make a positive difference in the lives of the people I serve. I wrote the book “Cracking the Code to Success” with Brian Tracy, and I have also served my community for more than 15 years as President of the Las Vegas Youth Flag Football League. I am a husband and father of four, and one of my greatest goals is to be the kind of person my son would want to become, my mother would be proud of, my wife would respect, and God would bless.
I reside in Nevada, and even though my office is physically located in Las Vegas, I am able to work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” online, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.
I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or visit me in my office.
Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.
Sincerely,
Sherm Brown