Sherie Bryan is an expert health insurance agent who is also trained and certified in Social Security and retirement planning. Over the past twenty years in Raleigh, she has built a team of other expert professional women who can help you build your nest egg for your best possible retirement.
To learn more about Sherie, visit our sister website, Health Plans Carolina.
Here’s what she will do for you:
Sherie will set up an appointment for an in-depth consultation of your pre-retirement situation. Depending upon your particular individual circumstances, she may recommend other professional women who would be valuable for you to consult. Sherie has been trained and certified in health insurance, Social Security, and retirement planning, but she isn’t a lawyer, a stock broker, or a certified financial planner. Those people are on her team, and she evaluates when to suggest you contact another member of the team.
Finally, Sherie will give you a detailed plan of action for building your nest egg for retirement, with documentation and instructions. She’ll be available in case your circumstances change and a change in the plan is needed. And she’ll have the team on hand if needed.
- Do you have a plan for your retirement that maximizes your income while offering legal protection?
- When is the best time for you – not your neighbor, not your fellow North Carolinians, you in particular – to apply for Social Security? This is a complicated financial decision that can affect you for the rest of your life.
- This site is under construction, but we’re open today, so give us a call.
