Independent Managing General Agent
As a Senior Account Advisor and Federal Benefits Consultant, Dan Sherwood focuses on serving individuals and families throughout the country employed by any federal agency. He specializes in working with Postal Employees by helping them implement personalized strategies to address their unique financial needs and goals.
It may be difficult to understand all of your Federal Benefits, let alone their requirements and complexities. Incomplete forms, missed deadlines, misunderstood elections, or poor timing could mean as much as thousands of dollars lost over a Federal career. As a Federal Benefits Specialist, Dan offers a high-level knowledge of the complete Federal Benefits System. His expertise in understanding Federal Benefits parallels those of the Office of Personnel Management and of Select Services.
Dan brings with him more than 22 years of Retirement Planning, Estate Planning, Financial Planning Strategies and Insurance Experience. Before getting his Financial and Insurance Licenses in 1997 and starting his Career as a Financial Planner with a Fortune 100 company, he served in the United States Marine Corps as a non-commissioned Marine officer, achieving the rank of Corporal in 1995. Throughout his career Dan has helped countless Individuals, Families, and Business Owners to achieve Income Safety and Financial Success through Tax Advantaged Income Planning, and Health and Wealth Financial Planning Strategies.
With his unique background, Dan brings a specialized understanding of benefits that are unique to federal employees and their families. Dan has access to a broad range of options for retirement products and services from a select network of well-known and respected insurance and financial services companies, allowing him to deliver customized solutions to meet your needs and reach your goals.
He is proud to be active in his community. He has been recognized on numerous occasions for the donation of his time and services to charitable organizations. Providing your free Federal Benefits Analysis is one of the many value added services that Dan offers each Federal Employee free of charge. Dan and his wife Amanda of 18 years, with their 3 daughters reside in the Smoky Mountains of East Tennessee. He is active in his local church and donates his time, money and resources to several charitable organizations always seeking to Serve Others by Giving Back.
Retirement freedom and financial security begin with understanding your Federal Benefits, how they work, and how you can maximize what you have worked for. Your Postal & Federal Benefits Consultant, Dan Sherwood will help you walk through every step of the way, beginning with your Free Federal Benefits Analysis and Personalized Workbook with your Individual Retirement Plans and Benefits outlined in Detail to help you reach your current needs and future goals.
Reach out to Dan on his Direct Phone Line (865) 437-0126 to receive your complimentary Federal Benefits Analysis Workbook, personalized just for you… Another Value-Added Service provided by your Postal & Federal Benefits Coach, Dan Sherwood.
P: (865) 437-0126
A: 248 Bruce Street, Sevierville, TN 37862
We firmly believe that long-term customer satisfaction is the cornerstone of our success.