Deschutes Investment Consulting is thrilled to announce that Phil Sherman, CFP®, CPFA®, NQPC™ has been awarded a national honor for his outstanding service to 401(k) plan participants. Planadviser recognized Phil for his dedication to providing top-notch education and support to help participants prepare for their financial futures.
Phil Sherman joined Deschutes Investment Consulting in 2019, attracted by the firm’s focus on retirement plan education and participant assistance. His transition into the financial services industry began as a wealth advisor working with families and individuals. However, witnessing clients unprepared for retirement led him to Deschutes, where he could address these challenges by educating and supporting plan participants.
In an interview with Planadviser, Phil discussed his practice and how he got involved with retirement plans. He highlighted the firm’s wealth management division, which integrates with retirement plan services to ensure overall success. Phil also addressed the challenges facing the retirement plan industry, emphasizing the importance of financial literacy and income replacement.
Phil Sherman emphasized the importance of working individually with plan participants to provide personalized education and consultations. He stressed the significance of helping participants navigate their financial futures, especially when they are responsible for their own retirement savings.
Deschutes Investment Consulting recognizes Phil Sherman’s achievements as a testament to their unwavering commitment to participant education and support. The firm continues its mission of helping businesses and individuals achieve their retirement goals.
For more information about Deschutes Investment Consulting and the services they offer, visit http://www.deschutesinvestment.com. Congratulations to Phil Sherman on this well-deserved recognition!
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