Sherri Devlin

Background

About Sherri Devlin

As a Retirement Income Certified Professional (RICP®), I understand that as you approach retirement, concerns about outliving your savings, generating reliable income streams, and maintaining financial sustainability throughout your retirement are paramount. I focus on crafting personalized retirement strategies that help address these specific worries and the different risks during retirement, empowering you to transition into retirement with confidence and financial peace of mind. Since becoming a Retirement Income Certified Professional®, I have geared my practice towards pre-retirees 50+ who are in a critical phase of transitioning from the accumulation part of their planning to the next phase of generating sustainable income. I do this by helping clients- Create a Clear Retirement Income Strategy - Create a Clear Plan for Longevity Issues - Create a Plan to Optimize Social Security and Pension Benefits - Create Tax Efficiency and Withdraw Strategies - Create a Plan for Protection Against Market Volatility - Estate and Legacy Planning If you or someone you know is entering this critical phase in their retirement planning, please reach out so I can be that advisor that offers you the stability, clarity and confidence needed to manage your next 25+ years in For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see