Financial Services-Making Your Future a Success
Financial Services-Making Your Future a Success
Financial Services-Making Your Future a SuccessFinancial Services-Making Your Future a SuccessFinancial Services-Making Your Future a SuccessOur Team
Bill Sherman
Bill is passionate about working with his clients and an expert at creating valuable strategic partnerships with financial, legal, tax, insurance and healthcare professionals that add mutual value.
With an extensive background in franchising and business ownership for the past 15 years, Bill enjoys teaching others to be successful with business and money both one-on-one and in a group setting. Bill began his finance career in December 2012 at Sterling Investments. In July 2013, he left Sterling and started his career as an agent with Five Rings Financial. In 2018 Bill and his business partner created Life Savings Financial as a better way to better represent the diversity of financial instruments that would best serve his clients.
Laurie Sherman
Laurie is changing the money conversation for good! Armed with a positive attitude and a no-nonsense approach to financial services, retirement planning and life insurance. She brings a fresh approach to the oh-so-taboo subject of money. She is on a mission to empower Americans to gain financial literacy, confront their fears and move forward in life with a plan that works. Laurie began her finance career in October 2013 at Five Rings Financial along with her husband Bill working her way up to Regional Vice President. In 2019, she left FRF and started Life Savings Financial with her partner Bill Sherman in order to expand the products and services offered to her clients.