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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 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

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Prevent a Rift: Money Tips for Newlyweds

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

 

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Principles of Preserving Wealth

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

Your Cash Flow Statement

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

An Inside Look at Retirement Living

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

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Rightsizing for Retirement

What does your home really cost?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Surprises

Making the most of surprises is a great reason to work with us.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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