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Shepard financial

Опубликовано в Vest trial | Октябрь 2, 2012

shepard financial

Advisory services offered through Shepherd Financial Investment Advisory, LLC, Lincoln Investment Planning, LLC, or Capital Analysts, LLC. Michael Shepard is an Edward Jones Financial Advisor serving Nashua, NH. Get the personal financial advice you need to achieve your goals. We utilize customized tools and resources to help instill confidence. As an independent wealth advisory firm, it is our advisors' mission to partner with you. FARMLAND INVESTING AN OVERVIEW OF New "Record" are described appear in oriented site, Support overview. Adjust the help the long time customer: Click. Choose where you want work from. The view-only of the direct message recommend that can be.

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Do you know the differences between a k and an IRA? Find out how they might work together to boost your retirement assets. Harold Shepard is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of TX. No insurance business may be conducted outside this state referenced.

In this regard, this communication is strictly intended for individuals residing in the states of Texas. No offers may be made or accepted from any resident outside the specific state referenced. As such, these services are strictly intended for individuals residing int he specific states referenced.

Please consult your own tax, legal, or accounting professional before making any decisions. For additional information, visit Customer Relationship Summary. Contact Us Morgan Drive. Flower Mound, TX Contact Us. We're right here with you We have the answers We have the answers Not everyone thinks about retirement income in the same way.

Harold Shepard As with most other things in life, the key to achieving your long-term financial objectives is planning. Calculators college savings plan What are the advantages of a college savings plan? We understand that life is complex and ever-evolving. We believe your wealth management strategy should be just as dynamic.

A unique team with vast experience across business, investing, wealth management, financial planning, and more, the Shepherd Team is here for you through the ever-changing needs of your financial journey. Here are our current open positions — we look forward to hearing from you.

With the right plan in place, you can concentrate on living your life, not worrying about it. Our financial planning team works closely with you to understand your current situation and your ambitions. Your world is dynamic, and so, too, should be your investment strategy. We have developed an in-house research process to align your portfolio with your goals and Living Plan.

Your Shepherd investment team is dedicated to managing your savings with a philosophy centered around risk management. You have worked hard to build your business and now it is time to address your fiduciary commitments. Shepherd Financial Partners is dedicated to creating comprehensive retirement plan solutions for k and pension clients and their plan participants, allowing you to implement the right plan without taking your focus off of your business. No one wants to sacrifice performance or price when choosing investments, yet aligning your values to the companies you invest in is important to you.

Independently navigating finances can be intimidating, especially if you are a recent college graduate or early in your career. We are here to help. At Shepherd Financial Partners, we believe in the value of starting a Living Plan early to get a head start on achieving the life you want.

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