Sherida L. Ferguson, CFP®, CEBS®, AWMA®, CRPC®



Tampa, FL 33647




Retirement Income & Financial Planner

Helping You to Build and Protect Your Wealth

While developing a customized fee-based planning program,* we can walk you through a step-by-step process to help make you feel more confident in your decisions.

Once your goals have been established, we will customize appropriate financial strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Tax minimization strategies
  • Investments
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products

*Commissions may be charged for non-fee based accounts.