Oversight

We will systematically review and measure the success of the plan, at both the participant and plan level, on a regular basis.

SHEPHERD FINANCIAL PARTNERS
1004 Main Street
Winchester, MA 01890

Phone: 781.756.1804
Fax: 781.729.4356
Email: mark.shepherd@shepherdfinancialpartners.com

Special Needs Financial Planning, a division of Shepherd Financial Partners