Sherri Banta Group

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

07/17/2026

Summer is such a good reminder of what we’re really planning for. ☀️ It’s not just about a portfolio or a spreadsheet - it’s about creating a life you’re excited to show up for. The memories, the moments, and the people who matter most. 💛 From the West Coast, Pismo Beach, to the Midwest, Rocky River, and everywhere in between, we’re reminded that the best plans are the ones that make room for living.

What’s your favorite thing about summer? Tell us below! ☀️👇

I just read The Secret Order of Millionaires and really loved how it explains money and financial confidence in a way th...
07/15/2026

I just read The Secret Order of Millionaires and really loved how it explains money and financial confidence in a way that feels practical and relatable. 😊

Financial planning is about understanding your options, feeling more confident, knowing what steps make sense for your life, and being mindful of future taxes while rerouting your money so it works harder for you. 📖

And if you’re looking for options, I definitely recommend it!

07/13/2026

It’s hard to believe we’re already halfway through 2026! Every quarter, we share industry updates, planning insights, and a little GOOD news - because financial planning is about more than numbers; it’s about people, families, and the milestones that matter most. Link in the comments 💙

Three things we want more people to take a few minutes to review before mid-year. 😊✅ Beneficiary designations - life cha...
07/10/2026

Three things we want more people to take a few minutes to review before mid-year. 😊

✅ Beneficiary designations - life changes, and these need to keep up

✅ Insurance coverage - are your policies still the right fit for where you are today?

✅ Retirement contributions - are you on track for the year?
Pick one to review this week - small updates now will make a big difference later.

Which one are you starting with?

SLO Women’s Connection luncheon - at one of the most iconic landmarks on the Central Coast 🍰🩵
07/07/2026

SLO Women’s Connection luncheon - at one of the most iconic landmarks on the Central Coast 🍰🩵

Life gets busy, and sometimes important mail simply gets missed. 💌 Adding a trusted secondary addressee to your insuranc...
07/07/2026

Life gets busy, and sometimes important mail simply gets missed. 💌 Adding a trusted secondary addressee to your insurance and financial accounts only takes a few minutes, but it can provide an extra set of eyes when it matters most. ❤️ Do you have this in place? Comment "YES" below, and share this with someone who could benefit from this simple safeguard.

Summer is in full swing! As we celebrate America’s 250th birthday and our freedom today, we’re grateful for all who have...
07/04/2026

Summer is in full swing! As we celebrate America’s 250th birthday and our freedom today, we’re grateful for all who have served to protect our freedoms. Enjoy a safe and happy Fourth of July! ❤️🤍💙 🇺🇸

You don't need to have everything figured out before talking to a financial planner! 😊 Some of our favorite client conve...
07/03/2026

You don't need to have everything figured out before talking to a financial planner! 😊 Some of our favorite client conversations have started with, "I don't even know where to begin," and honestly, that's the perfect place to start. No pressure, no judgment - just a conversation. So tell us… what exciting things are you planning for? ✨

Six months through 2026.It's a natural moment to pause and ask: is your financial plan keeping up with your life?Maybe t...
06/30/2026

Six months through 2026.

It's a natural moment to pause and ask: is your financial plan keeping up with your life?

Maybe things changed this year - a new job, a milestone birthday, a business shift, a family update. Or maybe nothing changed on paper, but something shifted in how you think about the future.

Any of those is a good reason to have a conversation.

We're here 💙

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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