Dan Sherwood
Federal Benefits Consultant
Federal Benefits Retirement Planning
Office: (865) 437-0126
Address: 424 Cornus Ave. Sevierville, TN 37862
​​DUNS# 121868823                    Cage Code: 8MNQ7
Email: 
[email protected]
Website: www.FederalBenefitsRetirementPlanning.com

Services Provided In The States Of: 
TN, GA, SC, AL, FL, KY, VA
Dan is both a U.S. Military Veteran as well as a veteran of
Financial Planning with over 23 years of experience as a
financial professional.  He has an enthusiastic passion for
helping people Maximize their income by eliminating risk and reducing taxes.  He has been a longtime proponent of financial education and specializes in helping Federal Employees understand their Benefits & Maximize their Retirement Income. In addition to retirement planning, his background in following subjects makes him a valuable resource to the clients he serves:
  • 401k/TSP/IRA Rollover Planning
  • Social Security Maximization
  • Tax Planning
  • Estate Planning 
  • Tax-Free Income Planning
  • Tax-Free Wealth Transfer 
  • Balanced Financial Portfolio Management 
  • Final Expense Planning ​ ​.​
Dan and his team use an educational & fun approach to working with their clients. It is important to Dan's team that they can have connect with like-minded individuals during the process of educating them on what their best options are for accomplishing their future goals.
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FREE BENEFITS PROTECTION KIT 

Our Federal Employee Benefits Protection Kit is built to provide you the essentials steps and information to ensure your retirement is protected and that you are getting the most out of your benefits! The kit will include the following: 
  • 2020 Tax & Contribution Guide 
  • 5 Things You Should Consider Before Claiming Social Security 
  • Retirement Income Worksheet 
  • Customized Retirement Analyzer Plan