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Welcome

The Sheeter Group works exclusively with Credit Unions creating Executive Benefit Plans to recruit, retain and reward top-notch talent.  We also design Expense-Offset Plans and specialized Director benefits. 

These are our strengths:


  • EDUCATION.  Your decision-makers move forward with confidence when they are knowledgeable.  Get informed in plain English. 

  • PLANS. Your Credit Union is unlike any other.  We get it.  We offer tailored plans, unique to your Credit Union.

  • COMPLIANCE.  We know what regulators want, today and ongoing.  Their preferences can be a moving target and we keep you informed.

  • SERVICE.  Credit Unions leave other providers to come to us.  We have never lost a client to a competitor.


Helpful Content

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Stop Wasting Money

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

 

Measuring the Value of a Financial Advisor

Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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