About us.
Sherman Financial Agency is dedicated to providing solutions that best serve your financial goals and needs, using education and products available through the insurance industry.
We help you with life insurance needs to help secure your income and legacy.
We are first here to serve, so if what we offer doesn’t meet your needs, we’ll see how we can refer you to something that does.
At the end of the day, we sleep well knowing you are protected and that we did our best to give you what serves you best.
Our values are simple: Service. Integrity. Life. Legacy.
About Bernette Sherman
Bernette considers her first role as a wife and mom and her family is at the heart of her service. She wants other families to thrive too. She loves being a wife to her husband of twenty years and mom to a teen and young adult. She also enjoys writing, both creatively and to help others and has published more than thirteen books while being a coach and money mentor.
Bernette saw a need for life, income, legacy protection. She wanted more than just the most affluent to be able to access resources and options that could give them the financial security we all want.
Having grown up in very humble and modest homes, both she and her husband of twenty years had the good fortune of attaining financial success and gaining access to opportunities to grow their money. However, she realized that as a financial educator she was limited in truly helping families get a foothold on the ladder to financial security.
That’s when she discovered the practical power of financial security through life insurance products, particularly long-term care. More people need access to wealth-building tools than just those who are already wealthy.
Bernette didn’t start this agency for the money. Her family already attained financial success and a seven-figure household. She does this because there is purpose in helping other families plant the seeds for generational financial security.
Before becoming an agent, Bernette spent over a decade in community and public health, working at organizations such as the Georgia Health Policy Center, Kaiser Permanente, and Emory’s School of Public Health. She’s since worked with nonprofits and volunteers with Operation Hope. She’s the author of more than thirteen books and a playwright who continues to support the arts through direct engagement and philanthropy.
Bernette holds a BBA in Business Management, an MPA in Policy Analysis and Evaluation, and is a Certified Professional Coach, an NFEC Certified Financial Education Instructor, and a Licensed Life and Accident and Sickness Insurance Agent with Georgia as her resident state.
As a girl who lived in the projects and was on food stamps all while watching her mother raise three children and work full-time, she is in a position to pay it forward. And that’s what she is doing.
Our Amazing Team
Our team is committed to serving your needs and being your partners in financially securing your life and legacy.
Bernette Sherman
Founder & CEO
Financial Educator, Licensed Life, Accident & Sickness (Health) Agent, and Author.
Carolann Sherman
Assistant
Cash Flow & Living Benefits
Create Income for Now and Later
Explore ways to ensure you have income and funds to support you for life.
Tax Reduction & Asset Protection
Keep More of What You’ve Earned
See how available tools can help you keep more of the money you’ve earned.
Estate Planning & Legacy Protection
Build Generational Wealth
You can perpetuate your family’s legacy and prosperity by protecting your assets and ensuring you have something to leave to your loved ones.
Areas of Practice
01
Financial Education
Learn and apply the fundamentals of personal finance through Bernette’s Money Skills for Your Rich Life workshop, book, and workbook.
02
Financial Wellness Checkups
Get a picture of your financial wellness in several key areas so you can make a financial success plan.
03
Financial Solutions
Customized financial solutions to help you achieve your financial goals.