6554 US-441, Okeechobee, FL 34974
Monday - Friday: 9AM to 5PM
(561) 316-6076
I founded Lakehouse Financial to protect you and your legacy by putting into place a plan for your personal financial health and legacy, your business health and legacy, and your physical health.
Have you planned for the 5 D’s?
Medicare Supplement – Advantage & Health Care
(by clicking the button above, you’ll be taken to the Social Security Administration website to apply)
As an independent agent, I represent several companies and plans. I work with you to determine your ideal outcome that fits your needs.
Basically you can reach me, a real person, who has experienced a catastrophic event and learned how to prepare others to protect their financial security and legacy against the unexpected.
I provide you a plan for surviving and thriving through life’s unexpected moments.
I lead the discussion on how best to leave a legacy through your personal and business lives.
I analyze your personal and business finances in order to customize your legacy and solve your unique needs.
I help you navigate all the nuances of achieving your goals and guide you through the process of communicating with your beneficiaries and loved ones.
After leaving the corporate business world with over 25 years’ experience in finance and accounting, Sheril opened her own small business as an independent financial advisor, who also offered life insurance. Five years ago, Sheril and her family experienced one of those “unexpected moments” that life gives us. She had a catastrophic stroke and extensive rehab, which would have had devastating consequences financially, physically, and emotionally if she had not planned ahead. Because of this experience she has shifted her focus to working with people in preparing for life’s unexpected moments, with their personal financial health, physical health, and business legacy.
Click the button below to schedule a 30-minute chat with me.
