Financial Video Reports Homepage

Sheldon Harber,CFP®. President, Assets Strategies, Inc.

Guns and Butter

Guns and butter. Guns and butter is a macroecomic term and something I learned in college. Here's my story Q: Sheldon, you’ve been in this…

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Managed Futures Investing

What is managed futures? In 2013, Asset Strategies will interview people in the financial field to get answers to your questions. Our first…

Fiscal Cliff Financial Planning Part 2

Fiscal Cliff Financial Planning Part 2

Before the year ends, you can prepare with fiscal cliff financial planning. In Part 1, I talked about tax planning for the fiscal cliff. This…


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penAsset Strategies Inc. works to make your retirement plan effective and beneficial. It isn’t as simple as saving money for a rainy day. You’re affected by inflation, market volatility, longevity, taxation and unscrupulous marketers. Discover how we can solve problems and create solutions for you

Financial News and Reports Homepage

Roth vs. Traditional IRA: The Four Factors that Determine Which is Best

To Roth or not to Roth. It is a question that planners and their clients commonly face, whether making the decision regarding an annual contribution,…

Estate Planning Risks for Veterans: Know What You Don’t Know

After serving our country in the armed forces, you have been promised certain benefits in appreciation for your service.  These may include care for…

Estimating Changes In Retirement Expenditures And The Retirement Spending Smile

Most retirement research assumes that retirees spending from a portfolio will seek to maintain a “real” inflation-adjusted standard of living…

Cash Flow, Cash Flow, Cash Flow…business value is all the about the cash flow!

Cash flow is the common denominator in determining the value and ultimate selling price of your business.  Yet owners are lathe to put the actual…


Cambridge Investment Research, Inc.

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Get Solutions

penAsset Strategies Inc. works to make your retirement plan effective and beneficial. It isn’t as simple as saving money for a rainy day. You’re affected by inflation, market volatility, longevity, taxation and unscrupulous marketers. Discover how we can solve problems and create solutions for you

Meet the Team Homepage

Sheldon Harber, CFP®

Sheldon Harber is President of Asset Strategies Inc. and a Certified Financial Planner™. Asset Strategies Inc. is a full service financial and retirement planning firm with a comprehensive approach to helping clients achieve financial security.


Paul Wedeen

Paul Wedeen is Senior Vice President of Asset Strategies Inc.Asset Strategies Inc. is a full service financial and retirement planning firm with a comprehensive approach to helping clients achieve financial security.


Mary Mervis, Asset Strategies Client Services Manager

Mary Mervis is the Client Services Manager for Asset Strategies Inc.

Asset Strategies Inc. is a full service financial and retirement planning firm with a comprehensive approach to helping clients achieve financial security.

Mary has been with Asset Strategies, Inc since 1997. She is the primary liaison between clients and financial institutions. She processes clients’ financial requests and transactions.