Our Ideal Customer

People looking for answers and solutions to their financial puzzle - this could be young adults, young families, mid-range families, Baby Boomer-Seniors, seniors , single parents, and businesses. Often, there is a mix of each! All ages, all backgrounds, all income levels!

In a few words : financial puzzles needing solutions with that missing piece of the puzzle! Finding that missing piece is a team effort, which ensures that the piece stays in place, not to be lost again!

About Us

As a Financial Advisor, I work with individuals, families and businesses to build financial plans they can count on with certainty, in an uncertain economy. Together, we look at how to get the most value out of what we have and how to build to increase that value.

All ages and all income levels have access to this type of planning - a proactive approach can prepare a family and business for events in our lives that can have an adverse effect on our future plans. That is the role of insurance - otherwise you are gambling on the outcome of life - protection of the savings and investments we work so hard for, to see the most growth possible for the future events and activities we want to enjoy.

Education is part of the plan - everyone on board to see the plan unfold to its fullest potential. Activity now will produce more to grow for the future. Join me soon to put that plan in place for your family and your business. Looking forward to connecting with others to be part of a necessary team, building and planning together.

I also enjoy speaking to groups of all ages and backgrounds, so as to demystify the highs and lows of financial foundations. Often the start of that foundation can be found in how we manage our groceries - this will easily find savings with a bonus of improved health! "The wealth of your health will pave the way for the health of your wealth!" My book - Found: Health, Wealth, and Time in a Grocery Bag has brought these concepts together to easily put a system in place that will consistently produce the necessary results - a coach to count on for a lifetime of events and activities to enjoy! All with the goal of saving now to grow more for later. Please check: Instagram @foundhealthwealthtime

How We Got Started

I saw a way to help people further in the financial puzzle. I am a former teacher who saw that my skills applied to financial literacy would be a valuable resource. This now comes into play whether I am working with one family, one business, or one individual, plus it is extremely helpful for presentations, for passing on the right message to be received the best way. I enjoy speaking to all ages, sometimes the message needs to be the same, delivered the same way, but I enjoy adapting the delivery method and customizing to the group I am with.

Found: Health, Wealth and Time in a Grocery Bag

Who's going to save $200/mo first with their groceries?? Did you realize how much savings for future life events can be found in how you manage your groceries? Simple changes can find $50-$200/mo (maybe more for some!) ! $200/mo invested at 8% can actually become $1.5 million! Imagine that - just...

Investment protected by insurance, for businesses, families and individuals

I have access to a wide range of protected financial planning to customize the best solutions for each situation. Start planning now! Already have a plan? Be sure to bring it by for a check-up!
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By 5+ Local Business Owners!
Our Team
Sheryl Rothert from Found: The Health of Your Wealth Made Simple
Sheryl Rothert
Financial Advisor
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