
Judy S. Shermanemail
Cornerstone Wealth Strategies, LLC
2273 E. Continental Blvd Suite 120
Southlake, TX 76092
Professional Story
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
Languages:
- English
Credentials:
- CLTC®
- CFBS
Specialties:
- Insurance Strategies
- Investment Strategies
- Business Owners
- LGBTQ
- Retirement Income Planning
- College Funding Strategies
- Charitable Giving
- Group Benefits
- Business Succession Planning
- Risk Management Strategies
- Estate Planning
Check the background of this investment professional on FINRA’s BrokerCheck
See Judy’s Licenses and Disclosures