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.
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
ESTATE PLANNING AND WEALTH TRANSFER
In order to ensure an estate plan truly matches a client’s wishes, our team reviews and analyzes assets for proper ownership and beneficiary designations, providing guidance to help get financial affairs in order. Additionally, our team discusses life insurance and long-term care needs, helping to manage the financial impact of future lifestyle changes. We consult and coordinate with other professionals our client has engaged to create a clear plan, including any business succession planning needs that may exist.
- Review financial position and insurance options
- Identify risk exposures and recommend solutions
- Implement key insurance coverage
It is important to help a financial plan withstand unexpected circumstances. Our team reviews and analyzes a client’s financial position, then discusses work and personal insurance options so risks are appropriately covered. We identify risk exposures and recommend solutions, assisting to implement key insurance coverage in the financial plan.
- Create withdrawal strategies
- Prepare Social Security maximization plan
- Perform income longevity analysis
Our strategies are designed to help clients achieve their retirement goals. We develop, refine, implement, and monitor the retirement plan, from pre-retirement preparation to post-retirement transitions. Shepherd Financial consultants help determine appropriate amounts to withdraw, including the order of accounts from which to draw, prepare Social Security maximization strategies, assist in the selection of investment options, and perform an income longevity analysis.
- Maximize earnings by minimizing what is owed
- Recommend tax strategies, including tax-efficient giving
- Coordinate with accountant or tax professional
When it comes to wealth, our team cares about helping clients maximize what they earn by minimizing what they owe. We recommend tax strategies to help potentially minimize taxes, including tax-efficient giving. Shepherd Financial consultants coordinate with clients’ accountants and tax professionals, tracking cost basis for easier filing preparation.
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
OBJECTIVES AND STRATEGY RECOMMENDATIONS
Our deeper understanding of a client’s financial world helps improve overall performance, minimize the impact of debt and taxes, and enhances their lifestyle. Always focused on the discussed goals, we provide financial reports clearly illustrating where a client is now and how our recommendations can help move them forward.
Sophisticated, integrated technology
- Complete, real-time view of financial situation
- Recommendations reflect current market conditions
- Alerts and reminders about goals
- Increased collaboration and flexibility
SOPHISTICATED, INTEGRATED TECHNOLOGY
Financial accounts are linked to form a complete, real-time view of our clients’ financial situations, allowing our team to thoughtfully analyze and make comprehensive recommendations that reflect current market conditions. A daily snapshot of progress allows us to alert and remind clients of financial factors that may impact their ability to achieve desired goals. The Shepherd Financial wealth management systems provide increased collaboration, and we are not limited by location as we walk through a plan.