Wealth Management Services
HELPING PEOPLE AND COMPANIES THRIVE THROUGH EMPOWERED FINANCIAL SOLUTIONS
Shepherd Financial consultants are passionate about helping clients gain a clear understanding of their present circumstances, establish and work toward meaningful goals, and increase confidence in their ability to stay on track in the future. Our process-driven model allows our team to provide unbiased and objective consulting advice to each wealth management client.
Financial Planning
The Shepherd Financial planning process implements a holistic view of wealth management and is tailored to our clients’ specific needs. We begin with a focused understanding of priorities, then evaluate how to help our clients achieve their goals. Our team is invested in helping clients create and follow strategies to grow, protect, and transfer their assets.
Estate planning and wealth transfer
- Review ownership and beneficiary designations
- Assess life insurance and long-term care needs
- Coordinate with other professionals to create a clear plan
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Insurance evaluation
- Review financial position and insurance options
- Identify risk exposures and recommend solutions
- Implement key insurance coverage
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Retirement planning
- Create withdrawal strategies
- Prepare Social Security maximization plan
- Perform income longevity analysis
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Tax planning
- Maximize earnings by minimizing what is owed
- Recommend tax strategies, including tax-efficient giving
- Coordinate with accountant or tax professional
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Family Office Services
For individuals and families whose financial lives extend beyond investment management and require a comprehensive approach to preserving, growing, and transferring wealth. Our team is built for a level of coordination, responsiveness, and continuity that is difficult to replicate. Your planning, tax, estate, and investment strategies are developed collaboratively from the outset. Each recommendation is informed by a complete understanding of your financial picture, allowing us to anticipate opportunities and address challenges proactively.
Wealth Coordination
- Integrated investment management to blend traditional assets with unique alternatives
- Comprehensive estate and legacy planning
- Trustee services
- Tax planning and compliance
- Family governance and multi-generational wealth planning
- Philanthropic and charitable giving strategies
- Business management, succession and liquidity planning
- Risk management and asset protection strategies
- CPA & Attorney Collaboration
- Insurance advisory
Wealth Management
Managing wealth begins with defining goals, appraising assets, and analyzing potential gaps. After presenting detailed strategies, our team implements the recommendations, optimizing the plan to meet our clients’ needs. Our accessible and responsive team continues to watch over the plan, monitoring the financial situation and helping clients remain on track.
Objectives and strategy recommendations
- Help improve overall performance
- Minimize the impact of debt and taxes
- Provide reports of current positions
- Suggest recommendations to move forward
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Sophisticated, integrated technology
- Complete, real-time view of financial situation
- Recommendations reflect current market conditions
- Alerts and reminders about goals
- Increased collaboration and flexibility
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