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Sherry McNee was certified as a Master Instructor by the Department of Labor Studies at the University of Michigan after they reviewed the results from her recent retirement classes.
Cardinal Rule was established in 2000 by Sherry McNee who recognized the need for straight forward answers to confusing money questions. Sherry is experienced in:
- 401k Rollovers
- Roth & Traditional IRAs
- Retirement Planning
- College Planning
- Life Insurance
- Long Term Care Insurance
Have you changed jobs lately? Have you started saving for your child or grandchild's education expenses? You may know that you should be doing something to prepare for retirement, but don't know what. Maybe you are unsure of what questions you should ask or who to ask. Don't let the fear of the unknown stop you from getting answers. Get personal answers for your personal money questions!
Sherry McNee has been in the financial industry for over a decade. She's weathered both bear & bull markets. Let her put her experience to work for you!
Call us today to get your no hassle, no pressure "getting to know you" appointment. Sherry will sit down with you and simply discuss your financial concerns and desires. We only ask that you are honest. You may be surprised at how easy it is to apply Financial Self Defense tips to your situation.
Our phone number in Grand Rapids, MI is (616) 988-1295. Use area code 877 and make it a toll free call.