“Sheri is great to work with. Great Follow Through. My clients always tell me how happy they are that we got Sheri involved.” --A. Stephen Kotler, Florida Bar Board Certified in Wills, Trusts and Estates, Kotler Law Firm P.L.
“As an attorney whose practice focuses on estate planning and administration, the value of LifeBridge Solutions’ services to my clients cannot be overstated. I have been impressed by the breadth of Sheri’s knowledge and experience, as well as the professional manner in which she handles clients whoare often going through a very difficult period of transition in their lives. I know that my clients are in good hands with LifeBridge Solutions." --Lorna J. Scharlacken, Partner, Cohen and Grigsby
“Sheri has been a valuable resource to our firm. Her work helps our clients make educated and informed decisions, and also helps our firm reduce our risk as we strive to make sure our clients’ financial affairs are in order.”--Jennifer R. Figurelli, CTFA, ResponsibleAdvisors.com.
"I worked with Sheri on two matters that involved related clients that were in crisis. Sheri diligently and professionally took control of the situations and efficiently rectified the issues. Sheri went above and beyond in her responsiveness to the clients and their needs. I highly recommend Sheri and plan to continue to work with her." --Jennifer J. Nackley, Esq. Partner, Quarles & Brady LLP
"LifeBridge Solutions has been very very helpful to our family. We initially reached out to Sheri for help gathering up Mom's important papers; as well as, handling discussions about end of life issues that mom has difficulty talking to me about as her son. Most recently Sheri reviewed Mom's Part D plan selection, and reassured us her current provider represented the best value. I'll add that as an insurance professional, I've referred a number of clients to Sheri for reviewing household expenses and creating budgets or for other specialized project management tasks. She and her team are wonderful and an exceptional resource for our community." --Mitchell Dannenberg, President, LTCi Marketplace
After an hour on the phone with Sheri, I was educated and empowered! My aging parents live 1,200 miles away from me, and have a number of health issues. As the eldest, much of the responsibility of helping them falls to me. But with their increasing health issues, I knew I needed to take a more active role in their life, but wasn’t sure what to do first. It’s frustrating to be so far away, and getting information was becoming a challenge. I had heard about geriatric care managers, but didn’t really understand the full scope of what they do and was hoping that Sheri could give me some guidance in how to identify someone. That seemed like a good start. During our chat, she helped me to understand the full array of services provided by geriatric care mangers (who knew I could have someone accompany my parents to a doctor appointment and help to keep all the information straight), and even walked me through interview questions I should use when meeting with prospective care managers. She helped me narrow down what I should be looking for…and what I should avoid. In addition, she provided me with a number of other matters to consider in regard to medical benefits through Medicare, financial oversight and decision making. She called it “taking charge without taking over”. What an eye opener! Thanks to Sheri and her guidance, I am able to provide my parents with the support they need, while allowing them to maintain their independence…but I’m totally looped in!