Wealth Management

The advisors at Shepherd Financial offer services to help manage and grow personal wealth. You can trust our advisors to manage financial issues, recommend strategies and investments, and provide the ultimate level of personal financial service.

INVESTMENT MANAGEMENT

You don’t have time to micromanage all your investments. Let the advisors at Shepherd Financial help you.

  • Portfolio Management

    Our advisors listen to your goals, suggest strategies to meet them, and monitor your portfolio to spot future opportunities, helping maximize your probability of success.

  • Investment Reporting

    Our advisors provide clear, trustworthy, and timely investments reports which encourage clients to focus on securing their financial future in partnership with Shepherd Financial.

  • WEALTHLINC

    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.

RETIREMENT INCOME PLANNING

  • Pre-Retirement Planning

    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.

  • Post-Retirement Planning

    Our advisors at Shepherd Financial can help you in determining how much to safely withdraw from your savings each year and implementing strategies to help your nest egg last a lifetime.

  • Retirement Income Analysis

    Utilizing powerful diagnostic software, a Shepherd Financial advisor will review your current financial situation and suggest potential planning ideas and concepts that will help your achieve a desired level of income in retirement from a life's worth of work.

  • Timing of Social Security Benefits

    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.

ESTATE PLANNING

  • Legacy Planning

    Many affluent individuals and couples desire to build a legacy by using their wealth in constructive ways. As our advisors identify your principles, planning can be executed so your values and wealth can be passed to future generations.

  • Beneficiary Review

    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.

  • Coordination With Other Advisors

    Shepherd Financial will work closely together with other professionals because it is important the estate plan and any accompanying legal documents work in tandem with other elements of your overall financial plan.