We Offer:
  • Indexed Universal Life
  • Life Insurance
  • Indexed Annuities
  • Health Insurance & Medicare Advice
Last Updated: Sep 23, 2018

In 2003, I found myself to be a single mother on the Central Coast.  This was not part of my plan.  I had 2 small children, one in diapers & one in preschool.  My life as I knew it, would never be the same.  I had to take charge and make my money work for me in order to sustain the life that I had built, and provide the future that my children deserved.

My life changed quickly (which has happened to most people at some point or another, so I’m told).  I was determined to take my skillset and fine tune my skills in order to help others in their time of need.

I needed to find a way to provide for my family, and grow my income and protect our future.  I was working very part-time, still on maternity leave, at a household name insurance company.  I was passionate about HELPING people.  It’s funny how quickly, Life as you know it, can change.

I had always been drawn to children and to seniors, and had a knack for finance.   I put these passions of mine to work.  I wanted to make a difference.   I wanted to assist people in creating a financial plan that would protect them throughout their entire lifetime.

In 2003, I became Life & Health licensed.   I found it easy sharing what I know, because it is what I believe.   We need to insure our assets AND our income.   I have learned and now teach others about how the current money they have can be rerouted in order to do more.  I show people how to do this with modern insurance products that are safe, effective and at the lowest possible risk to achieve their goals and dreams.

Over the years I have grown my staff to develop a complete portfolio of experts in all facets of reducing risk and maximizing their return through the use of insurance products.

Our business is built on relationships.  We pride ourselves in providing personalized plans, that are tailor made for you and your business and families needs.

Here at the Sherri Banta Group, we promise to put your best interest at heart.  It’s what we have been doing for over a decade.  Protecting individuals, families, and businesses.   And we never charge you a fee.

I look forward to seeing you.


Sherri L. Banta
Financial Services Specialist
Tax Free Retirement Planning
License #0E44399

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