Madison, IN Accounting Firm | Personal Financial Planning Page

At Sherman, Barber & Mullikin, we believe clients set their own personal financial goals. We provide the information and assistance to help you define, quantify, and prioritize those goals. Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

We will help you...

Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Pay for your child's college education by accurately estimating the amount of money you'll need, analyzing your assets and considering general alternatives and strategies to help address any potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.
Protect your family in case you become disabled by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can't manage them yourself.
Achieve your investment goals by identifying the steps needed to maximize your investment returns, as well as the steps needed to help minimize your risk, while building increased predictability of your investment returns.
Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.