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.

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.

There are strict timing limitations. Specifically, if a 1031 exchange transaction is not properly constructed and executed in a timely manner, then an investor may lose all tax benefits of such transaction, including depreciation recapture. The relinquished property must be a qualifying property (i.e., like-kind replacement property). A Qualified Intermediary, as an independent third party, is needed to facilitate a 1031 exchange transaction and hold the funds on behalf of the investor.

Investments in private offerings are generally illiquid in nature, do not offer guarantees of income or that objectives will be met, may be considered speculative in nature and could lose some or all of their value and principal investment. Some investments herein may not be suitable for all investors. Some investments herein may not be suitable for all investors. We recommend you work closely with all your advisors to make the best decisions for your personal financial portfolio.

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

FINRA BROKERCHECK - RYAN J. SHERER
FINRA BROKERCHECK - TIMOTHY J. SHERER

©2019 The Sherer Group. All Rights Reserved. Privacy Policy

All investments involve risk. Outcomes are not guaranteed.

The Sherer Group and Emerson Equity LLC do not provide legal or tax advice. Securities offered through Emerson Equity LLC Member FINRA/SIPC and MSRB registered. Advisory services offered through Emerson Equity LLC an SEC registered investment advisor. The Sherer Group and Emerson Equity LLC are unaffiliated.

1031 Risk Disclosure:

·There is no guarantee that any strategy will be successful or achieve investment objectives;
·Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;
·Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;
·Potential for foreclosure – All financed real estate investments have potential for foreclosure; ·Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments;
·Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
·Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits
No offer to buy or sell securities is being made. Such offers may only be made to qualified accredited investors via private placement memorandum. Risks detailed in a private placement memorandum should be carefully reviewed, understood and considered before making such an investment. Prospective strategies and products used in any tax advantaged investment planning should be reviewed independently with your tax and legal advisors. Changes to the tax code and other regulatory revisions could have a negative impact upon strategies developed and recommendations made. Past performance and/or forward looking statements are never an assurance of future results.

Many of the investments offered will be only available to those investors meeting the definition of an Accredited Investor under SEC Rule 501(A) and offered as Regulation D private placement securities via a Private Placement Memorandum (“PPM”). Prospective investors must receive, read and understand all of the risks associated with buying private placement securities. Investments are not guaranteed or FDIC insured and risks may include but are not limited to illiquidity, no guarantee of income or guarantee that all tax advantages or objectives will be met and complete loss of principal investment could occur.

Risk Disclosure: Alternative investment products, including real estate investments, notes & debentures, hedge funds and private equity, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager. Alternative investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. Often, alternative investment fund and account managers have total trading authority over their funds or accounts; the use of a single advisor applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. There is often no secondary market for an investor's interest in alternative investments, and none is expected to develop. There may be restrictions on transferring interests in any alternative investment. Alternative investment products often execute a substantial portion of their trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets. Additionally, alternative investments often entail commodity trading, which involves substantial risk of loss. NO OFFER OR SOLICITATION: The contents of this website: (i) do not constitute an offer of securities or a solicitation of an offer to buy of securities, and (ii) may not be relied upon in making an investment decision related to any investment offering by The Sherer Group, Emerson Equity LLC, or any affiliate, or partner thereof. The Sherer Group does not warrant the accuracy or completeness of the information contained herein.