Sherri Banta Group

Sherri Banta Group Financial Planning at its finest | Fiduciary and Broker
No consultation fees...EVER. Est. 4.1.11

Three things Sherri Banta Group wishes more people knew before they retired:1. Social Security timing matters more than ...
06/24/2026

Three things Sherri Banta Group wishes more people knew before they retired:

1. Social Security timing matters more than most people realize - the difference between claiming at 62 vs. 70 can mean thousands of dollars annually.

2. Healthcare costs in retirement are often the biggest surprise. It's not just Medicare premiums - it's the gaps.

3. Having a withdrawal strategy is just as important as having savings. How you take the money out matters.

None of this has to be overwhelming. That's what planning is for.

Which one surprised you most? Drop a comment - we read every one.

Life has a way of making financial planning feel like something you'll get to "eventually."A new job, a growing family, ...
06/23/2026

Life has a way of making financial planning feel like something you'll get to "eventually."

A new job, a growing family, a birthday that hits differently - the plan keeps getting pushed back. We get it. But the people who feel most at ease in retirement aren't the ones who had it all figured out early. They're the ones who started the conversation before they felt ready.

No two financial plans look alike because no two lives do. What matters isn't where you're starting from. It's that you start.

📞 (805) 471-1841

Happy Father’s Day to the dads who showed up, stayed present, and helped shape who we are. 💙It’s hard to put into words ...
06/21/2026

Happy Father’s Day to the dads who showed up, stayed present, and helped shape who we are. 💙

It’s hard to put into words the impact a father figure can have, but you see it every day in the values they pass down and the examples they set. I’m grateful for my dad and the lessons he taught me - lessons that continue to guide me in both life and work.

20+ years. No consultation fee. 100% fiduciary. That's not a tagline - it's a commitment to our clients.We built SBG on ...
06/15/2026

20+ years. No consultation fee. 100% fiduciary. That's not a tagline - it's a commitment to our clients.

We built SBG on the belief that financial guidance should be about your future - not our commission. Every recommendation we make is held to the fiduciary standard, meaning we're legally and ethically required to act in your best interest.

No pressure. No sales tactics. Just planning built around you.

Curious about what fiduciary means for you? DM me or call/text (805) 471-1841!

06/12/2026

Rocky River has a way of making people want to stay - and sometimes, even come back.

Whether you're raising a family here, preparing for retirement, or building a business, this community is worth investing in, and we're proud to be part of it.

While our business began in California, our story started right here in Northeast Ohio. After nearly 30 years on the West Coast, we returned to Rocky River in 2024 to open a second office, spend more time with family, and reconnect with the community we've always called home.

Today, we're fortunate to help clients from Ohio to California and everywhere in between. No matter where life takes you, we're here to be a partner you can count on.

Learn more below - link is in the comments.

Myth: Annuities are only for wealthy retirees. Fact: They're for anyone who wants income they can't outlive.This month w...
06/10/2026

Myth: Annuities are only for wealthy retirees.

Fact: They're for anyone who wants income they can't outlive.

This month we're busting the most common annuity myths - one at a time. Truth is, annuities can be a smart layer in a retirement plan for everyday earners. It's not about how much you have - it's about building income you can count on.

What questions do you have about annuities?

Drop them below or DM - we respond to all messages!

Union Pacific’s Big Boy No. 4014 coast-to-coast tour celebrating the 250th anniversary of the United States, rolled thro...
06/08/2026

Union Pacific’s Big Boy No. 4014 coast-to-coast tour celebrating the 250th anniversary of the United States, rolled through Rocky River today!

What a sight to see one of the most famous locomotives ever built.

This is my why 🩵 One of the greatest gifts you can give your family isn’t found in a box—it’s financial security and pea...
06/08/2026

This is my why 🩵

One of the greatest gifts you can give your family isn’t found in a box—it’s financial security and peace of mind.

It’s Annuity Awareness Month! Annuities can help provide a reliable stream of income during retirement, helping ensure that you don’t become a financial burden on your children later in life. They can also create stability for your spouse and loved ones by providing predictable income when it’s needed most.

For parents, an annuity can mean greater confidence that retirement expenses are covered. For children, it can mean knowing their loved ones have a plan in place and are protected from the uncertainty of outliving their savings.

Life is unpredictable, but your financial future doesn’t have to be. Investing in an annuity is about more than growing your money—it’s about caring for the people who matter most.

Because the best legacy isn’t just what you leave behind. It’s the security, confidence, and peace of mind you provide along the way.
Protect the People You Love—Today and Tomorrow 🩵

Address

501 Shell Beach Road , Suite E
Pismo Beach, CA
93449

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18054711841

Website

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