Sherri Banta Group

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

09/02/2026

We all have two things going for us today - our health and our ability to earn and keep an income. When one of these things changes, it will affect the other. Let us help you with both.

September is Life Insurance Awareness Month. Same month every year, same reminder. We’ve been providing life insurance with living benefits since 2011.

You’re never going to be younger, or possibly healthier than you are today. Life insurance premiums are based on age and health.

Don’t wait until you need it. If you are diagnosed with a critical or chronic illness, we have policies to help manage without the financial burden.

Take care of the family that depends on you and leave a legacy.💙

Back to school ALREADY? 🎒 Summer just started!To all the students, parents, grandparents, teachers, and school staff in ...
08/31/2026

Back to school ALREADY? 🎒 Summer just started!

To all the students, parents, grandparents, teachers, and school staff in our community, we’re wishing you a wonderful start to the new school year.

Here’s to a year full of learning, growing, new friendships, and memories that will last a lifetime.

08/27/2026

Here’s a financial planning tip, and a habit worth having: check in with your money! Take a look at your accounts - is your money working as hard as you are?

Review the beneficiaries you listed years ago. Are they still accurate?

Is your insurance coverage where it needs to be?

When was the last time you reviewed your retirement plan?
Things change, and your most valuable commodity is time.

Take the time to review what matters, and call us for help!

08/26/2026

Financial planning covers a lot of ground, and it’s always a good idea to review what you’ve heard or believe to be true with a financial services professional.

We help clients navigate things like:

✅ Medicare: Understanding your options and getting unbiased assistance from industry experts. Your questions answered without obligation, just clarification. Our Medicare BackOffice eliminates stress or guesswork.

✅ Living benefits: Life insurance can do more than provide a benefit to your family after you’re gone. All of the life policies we offer provide benefits if you experience a qualifying critical or chronic illness. Life insurance you don’t have to die to use.

✅ Indexed strategies: Indexed strategies provide an alternative way to participate in market growth while offering protection from direct market losses, participating in the gains and never the losses.

Making it make sense since 2011.

Learn more about how we help in the comments!

I will always love you 🩵
08/26/2026

I will always love you 🩵

Today is Senior Citizens Day! Time to celebrate those who inspire us with their wisdom, experience, and oftentimes, wit!...
08/21/2026

Today is Senior Citizens Day! Time to celebrate those who inspire us with their wisdom, experience, and oftentimes, wit!

This comes from living a life well-lived.

Financial planning is really about the people behind the numbers: the parents, grandparents, the work ethic, the lessons they taught, and the legacy they leave behind.

If someone comes to mind today, give them a call. Sometimes, that means more than we realize.

08/19/2026

Your financial priorities at 30 are different from what they’ll look like at 50 - or retirement. Maybe you’re paying down debt and building savings. Maybe you’re balancing a mortgage, college costs, and retirement. Or maybe you’re doing all of these things AND you’re in the “sandwich generation.”

It’s a lot to juggle, and you don’t have to be alone 💙

We are focused on making the most of your hard-earned money, one conversation at a time.

There’s no one-size-fits-all financial plan. Where you are in life matters - and a financial plan is a roadmap to get you where you want to be.

Read more in the comments! ⬇

Wealth is good for our health!The goal is to retire one day. And as that day gets closer, you’ve probably spent a lot of...
08/18/2026

Wealth is good for our health!

The goal is to retire one day. And as that day gets closer, you’ve probably spent a lot of time thinking about whether you have enough saved.

But retirement planning isn’t just about how much you have. It’s also about what happens when the paycheck stops.

How will your money continue to support you? When should you take Social Security? Which accounts should you draw from first? How might taxes, market changes, or the unexpected affect your plan?

And what happens to the money you leave behind for the people you love?

None of us has a crystal ball. But having a thoughtful plan - and a conversation with a trusted financial planner - can help you feel more prepared for the “what ifs” of life.

Retirement planning may feel like a big chapter, but it doesn’t have to feel overwhelming.

It should feel a little more like planning your next vacation.

You’ve worked hard for it. You’ve earned it. Now it’s time to plan for enjoying it 💙

08/13/2026

Financial Awareness Day is tomorrow 💵! It’s a good reminder to check in on your money - where it’s going, what it’s doing, and whether it’s helping you move toward the future you want. A quick look at your budget, savings, and investments can help you feel more confident about the path you’re on.

Looking for more ways to stay on top of your finances? We’ve shared more resources on our blog and newsletters - link in the comments! 💙

08/11/2026

You don’t have to have all the answers before meeting with a financial planner. Most people start with questions, goals, and a lot of uncertainty - and that’s normal. The first step is just having a conversation and figuring out what comes next. 💙

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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