WELCOME TO

The Sherer Group

The Sherer Group has been serving clients since the early 1970s and was founded with the goal of assisting our clients in every aspect of their financial lives. We provide comprehensive and personal service for each of our clients. We strive to help them work towards creating financial independence. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping you work towards achieving your goals.

OUR SERVICES

The Sherer Group offers all of the financial services you desire and partners with you to help you achieve your financial goals.

1031 INVESTMENTS

1031 Exchanges provide an effective strategy for deferring the capital gains tax that may arise from your business/investment property sale.

ALTERNATIVE INVESTMENTS

We offer Alternative Investment products available through our firm for diversification that are not available to the general investing public.

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Disciplined Approach

As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to working towards the achievement of your goals.

The Sherer Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided comprehensive and personal service. For each of our clients, we strive to help them work towards creating financial independence.

Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping you work towards achieving your goals.

As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to working towards the achievement of your goals.

ABOUT US

Prudent Decisions

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition.

1031 EXCHANGES

Powerful Tool to Defer Capital Gains Tax

Section 1031 of the Internal Revenue Code provides an effective strategy for deferring the capital gains tax that may arise from your business/investment property sale. By exchanging the property for like-kind real estate, property owners may defer their tax and use all of the proceeds for the purchase of replacement property. Like-kind real estate includes business/investment property, but not the property owner’s primary residence. Section 1031 does not apply to the exchange of stocks or bonds.

*You will be taken to our partner’s website.

REASONS TO PARTICIPATE
IN A 1031 EXCHANGE

  • Relieve the burden of active real estate ownership
  • Obtain ownership in shopping centers, multifamily residential and/or triple-net property in good locations
  • Diversify your real estate portfolio by geography and property type
  • Invest in single asset and/or multiple asset offerings
  • Choose from highly leveraged, moderately leveraged, or no leverage offerings
  • Facilitate estate planning
  • Choose from many sectors, including retail, office, industrial and multifamily

Schedule a Free Consultation

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