Portfolio Management
Empowering Successful Professionals & Happy Retirees
Sharon has a very disciplined approach to managing your investments. She has over 17 years’ experience managing client portfolios and experiencing BOTH Bull and Bear Markets during this time. It takes experience and knowledge to manage money. Once you are a client of Sharon’s she meets with you regularly to update Your Retirement GPS™ plan and make appropriate adjustments as your priorities change or you experience a life-changing event. She continually monitors your asset allocation strategy and your investments.
Working with Sharon to create Your Retirement GPS™ is your starting point. Ongoing monitoring and communication are essential to keeping you on track throughout your financial life.
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(214) 346-3446
Sharon believes in creating long-term relationships with her clients. She is always there to answer your questions and is committed to you and your family’s success long-term.
Needless to say having her father, Sledge Killion, as her Mentor has been invaluable through the years as he’s been in the Financial Services business for over 55 years and is STILL actively working in the business in his 80’s. He doesn’t HAVE to work. He LOVES to work and helps his clients. Sharon is her Father’s Daughter and plans on doing the same.
If you’ve been searching for a financial partner who cares about you and your family, one who talks in straightforward plain English and wants to empower you and help you navigate your financial life, schedule a Sit-Down With Sharon. Her only goal is to help you reach yours.
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Address
6440 N. Central Expressway, Ste. 315
Dallas, TX 75206
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Securities and Advisory Services offered through UNITED PLANNERS FINANCIAL SERVICES, INC. Member FINRA, SIPC. SKS Retirement Solutions, Inc. and United Planners are independent companies. Check the background of your financial professional on FINRA's BrokerCheck.