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Matt and Meagan Sherman are the co-founders and co-owners of Sherman Legacy Group, a family-driven firm dedicated to helping individuals and families make informed, confident financial decisions as they prepare for and navigate retirement.

Sherman Legacy Group is led by Matt, alongside Meagan, combining their shared commitment to education, personalized service, and long-term planning. Together, they provide guidance designed to simplify complex financial topics and support lasting financial security.

With more than three decades of experience, Matt has built his career around retirement income planning and asset protection strategies. He focuses on helping clients preserve their savings while creating reliable income throughout retirement, using “safe money” approaches that prioritize stability and protection. Passionate about financial education, Matt helps individuals understand key risks—such as longevity risk—and guides them through important decisions including Social Security timing, Medicare planning, and long-term care preparation.

Working alongside him, Meagan plays an essential role in both client strategy and day-to-day operations. She helps ensure a seamless client experience while providing guidance in areas such as life insurance planning, Medicare options, and Social Security decisions. Known for her clear communication and thoughtful approach, Meagan helps clients better understand their choices so they can move forward with confidence. Licensed in multiple states, she offers objective recommendations tailored to each client’s unique goals and needs.

Together, Matt and Meagan combine experience, analytical thinking, and a client-first philosophy to deliver practical, personalized retirement strategies. Their approach is rooted in building long-term relationships and helping clients feel informed, prepared, and confident about their financial future.

As a family-oriented team, their values extend beyond the office. Matt enjoys spending time with his wife of over four decades, their children, and grandson, while Meagan, a proud mother, brings a personal understanding of the importance of protecting what matters most. Their shared commitment to family, balance, and meaningful experiences reflects the purpose behind the work they do every day—helping others enjoy the retirement they’ve worked hard to achieve.