Broker Check

820 South Friendswood Drive
Suite 207
Friendswood, TX 77546

Sharer McKinley Group, LLC

(281) 992-5698

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Retirement is a Whole New Ballgame

Put an Expert Team on the Field

Retirement should be about realizing lifelong goals - not worrying about your financial statistics. You need an experienced professional who can help you build investment strategies for lasting financial independence - giving you the freedom to lead an active retirement lifestyle.

Tim Sharer can position your assets for long-term retirement income. As a fee-based asset manager, he leads a team of financial all-stars dedicated to helping you maintain an independent lifestyle in retirement. 

 

Helpful Content

Investments

Investments

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

Yours, Mine and Ours: Estate Strategies for Second Marriages

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

 

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

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Contributing to an IRA?

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

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.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Comparing Investments

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

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Investments

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

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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