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About Us. Our Team. Our Services. Our Approach.

How We Do Business

 

Our experienced professionals have helped many people just like you pursue their financial objectives.

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Educational Videos

 

We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Our Professionals

 

Our team approach offers a range of services to provide more benefits to our clients.

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Understanding Today's Financial Environment

 

Welcome to Hiss ♦ Sherman Wealth Management Group where our professional advisers Bob Hiss, Dennis Sherman, Matt Hiss, and Kyle Mauck are determined to help you pursue financial independence. We understand that individuals face unique challenges as they build wealth and plan for the future. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

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Helpful Content

Can Group, Private Disability Policies Work Together?

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Self-Employed Retirement Plans

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

 

The 12 Steps to Living Confidently: How to Cut Your Expenses

The advice about cutting expenses makes it sound downright unappealing. No wonder many of us haven’t learned to finance well.

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

Retirement Considerations in Your 60s

Welcome to your 60s – the time in your life when retirement is less a far-off dream and more an immediate reality.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Insurance Options for Business Succession Planning

Business owners with the desire to see their businesses continue after they are no longer involved need to plan quite carefully.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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