Sher Group, The

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Much of our practice is focused on helping physicians achieve their financial well-being. Of course we provide the same world-class, highly personalized service to all our clients, but at The Sher Group we have a special understanding of medical professionals. Over 60% of our clients are affluent physicians. With over 20 years’ history of serving doctors and their families, we know that by being attuned to what is happening in your field, applying Advanced Planning strategies and making well-reasoned and timely decisions, you will be able to both achieve and maintain significant wealth.

With over 30 years of experience in financial services, we bring a disciplined approach to your process. Our seasoned team of specialists analyzes your situation as we have for so many others. Our on-going research and expertise allows us to sort through and prioritize state-of-the-art recommendations efficiently. Then we explain, simplify and organize even the most complex issues so you can make the timely informed decisions necessary.

3. Third Party Service Providers . We use third party service providers, vendors, and licensors to assist (including Performance Technologies, Inc.) in providing the Electronic Services (each, a “Third Party Service Provider”). You hereby consent and authorize us to delegate the authorizations you provide to us to our Third Party Service Provider(s) as we deem necessary or desirable to provide the Electronic Services to you.

Diane is a Certified Public Accountant and Certified Financial Planner® who enjoys helping people avoid mistakes, attain personal fulfillment and celebrate their hopes and dreams come true. With over 33 years in the financial services industry, Diane has spent the last 26 years providing Comprehensive Wealth Management for her clients. She now enjoys her additional role as owner of her eponymous firm founded in mid-2003.

The Life-Work Balance debate has been going on for decades and yet there has been little progress. In fact, some of us feel worse off than we were before. Finding the time for what you love to do may seem like a distant dream, but we can offer help in at least one major area of your complicated and busy life. Do what our clients do. Let us manage the data, planning, decision-making and actions in your financial world. We have a proud history of improving and ensuring a better quality of life for over 25 years. Know the difference sound financial advice can make!

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