Shepherd Financial has the ability to aggregate all of your accounts on a daily basis - giving you the ability to view all your financial information within a single, secure place. WEALTHLINC is an interactive platform that helps organize your financial life with your own digital wealth management portal.
Most workers prepare for retirement by focusing on whether or not they have saved enough. Just as important is developing a vision for how you want to spend your time in retirement. The advisors at Shepherd Financial can help you determine just how much money you will need to have the outcome you desire.
One of the biggest decisions about retirement is when to claim your Social Security benefit. Maximizing your Social Security is much more complex - especially for married couples. While a poor decision can cost people tens to hundreds or even thousands of dollars in benefit, Shepherd Financial's advisors help by advising you on the appropriate decision - which could give you a significant increase in your retirement income.
The advisors at Shepherd Financial will carefully review your beneficiary designations so you will have an understanding of how your assets will transfer after your death. This will help create an estate plan that ultimately fulfills your wishes and help prevent unnecessary delays for your heirs.