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Our Firm

We are a Comprehensive Financial Planning and Investments Services, Risk Management and Wealth Accumulation Strategies. Our first step is LISTENING to what is important to you and then we Design/Post Plan Delivery* a plan to help achieve your goals. ANALYZE Before we recommend any product or service, we analyze your existing plans and financial products to see if they meet your current and future needs. DESIGN We will prepare a written program with suggestions to fill in gaps and/or to help you reach your objectives more efficiently. IMPLEMENT** If our recommendations make sense to you, we will implement your plan by securing and coordinating the required products and services. REVIEW*** We will review your plan annually to help ensure that it remains focused on the achievement of your goals.


The producer's relationship with the client during post-plan delivery is as a registered representative and not as fee-based financial planner.


The client is free to implement the plan recommendations with whomever he/she chooses.


Periodic reviews or updates required a new agreement and may be subject to additional fees.


Shaker Sherif is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services LLC. Member SIPC.  Supervisory Office: 1295 State Street, Springfield,MA 01111. (413)737-8400.  Sherif Financial Group LLC is not a subsidiary or affiliate of MML Investors Services,LLC or its affiliated companies.