Matt Sherman, CF2

About Matt Sherman

Matt Sherman provides Foundation Capital and Retirement Solutions primarily for a select
group of individuals who among other things are looking to elevate the performance of their
retirement assets and also aspire to a secure a lasting lifestyle through Safe Money Planning and
Solutions.
He has developed and refined this system over the last 25 years. He encourages his clients
to take advantage of a Free Retirement Analysis and also a Free Social Security Timing Report.
Both are available at no obligation.
Matt is the founder of the independent firms, Insurance My Way and Transition Into
Retirement and is committed to the independent style of business as it allows us to provide his
clients access to the very best products, ideas, resources and strategies.
Born and raised in West Palm Beach, Florida, Matt has always had a passion for helping
people and shares with his clients at all economic levels innovating ways to retire safely and with
peace of mind.
His passion is teaching classes on various subjects that benefit Seniors and speaking at
different organizations throughout South Florida.
Matt is an avid outdoorsman and enjoys boating, fishing, camping and golf. He lives in West
Palm Beach, Florida with his wife, Carol. They have two grown children and recently celebrated the
birth of their first grandchild.