Sharer McKinley Group, LLC.

Sharer McKinley Group, LLC. Our goal at Sharer McKinley Group, LLC. is to provide our clients with the expert guidance necessary

As a fee based financial professional I put investment options into plain language, giving you the knowledge to make smart financial decisions. I provide regular reviews of your portfolio, reallocating your assets as needed. Providing a fee-based alternative ensures there are no conflicts-of-interests. Without the weight of commission charges dragging down portfolio performance and without the pressure of meeting sales quotas, I am able to focus on your individual needs with an un-biased approach - providing you with the professional guidance you need to realize your financial and retirement goals.

10/10/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.
10/08/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

What steps might help you sustain and grow your retirement savings? This piece explores them.
10/06/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

If you don’t have an estate strategy, here's some reasons why you should.
10/03/2026

If you don’t have an estate strategy, here's some reasons why you should.

Do you have an estate strategy? You should.

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
10/01/2026

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

This piece presents an overview of fundamental steps to consider when a loved one passes.
09/29/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.
09/24/2026

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.

Information vs. instinct. Are your choices based on evidence of emotion?

Considering alternative investments? It’s critical to sort through the complexity.
09/22/2026

Considering alternative investments? It’s critical to sort through the complexity.

With alternative investments, it’s critical to sort through the complexity.

Do you know the difference between a global mutual fund and an international mutual fund?
09/19/2026

Do you know the difference between a global mutual fund and an international mutual fund?

Investors seeking world investments can choose between global and international funds. What's the difference?

Whether you realize it or not, you’ve allocated your assets.
09/15/2026

Whether you realize it or not, you’ve allocated your assets.

Investors who put off important investment decisions may face potential consequences to their future financial security.

Address

820 S Friendswood Drive Ste 207
Friendswood, TX
77546

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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