For many Florida educators, navigating the complexities of retirement planning can be overwhelming. That’s where Sherwin Sargeant, founder of Sherwin and Associates, steps in. With over a decade of experience in retirement planning and tax strategy, Sherwin has built a firm rooted in trust, transparency, and tailored solutions specifically designed for the needs of education and state employees.

Sherwin’s unique approach focuses on empowerment through financial literacy. He works closely with educators enrolled in the Florida Retirement System (FRS), helping them understand their options and make confident, informed decisions. His collaborations with school districts such as Orange, Osceola, Pinellas, and Seminole have allowed countless teachers and school staff to plan with peace of mind.

His affiliation with National Life Group as a vendor and Diamond Club Member underscores his dedication and expertise. This recognition is awarded to top-performing financial professionals who go above and beyond in service and innovation.

Sherwin believes that the key to a secure retirement lies in a deep understanding of one’s financial landscape. That’s why his consultations often begin with education—breaking down tax strategies, retirement account types, and pension options in a way that’s easy to understand and act on.

But Sherwin’s impact isn’t limited to spreadsheets and forecasts. He also brings a human touch, meeting his clients where they are and guiding them with empathy. Having been a student-athlete at the University of Central Florida, Sherwin knows what it means to balance hard work and high stakes. His time as an All-American soccer player shaped his leadership skills, drive, and resilience—all qualities he now applies in his professional life.

By equipping Florida educators with the tools and knowledge they need to thrive financially, Sherwin is helping build a stronger, more secure future for those who shape our communities every day.

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