Financial Planning
Navigating Your Financial Journey: The Shepherd Living Plan
Navigating advanced financial scenarios demands exceptional care and strategic planning. Over the past 30 years, our team has created and refined the Shepherd Living Plan: your comprehensive roadmap to financial success. Tailored to your unique needs and goals, this dynamic plan encompasses a financial overview, net worth statement, detailed cash flow projections, asset allocation review, and retirement projections.
Our Financial Planning Process
Building Your Legacy with Holistic, Adaptive Strategies
Our financial planning services are designed to reflect your definition of financial success. We work closely with you to understand where you are now, where you want to be, and how you want to create a lasting legacy. Embracing a goals-based approach, we craft a cohesive, adaptable strategy for your unique needs that evolve alongside your life’s journey.
The Shepherd Living Plan not only drives, but also complements our asset management services, crafting a unified and holistic financial strategy. With an in-house asset management team, clients benefit from our increased transparency and accountability. Our costs are based on an AUM fee, and the plan’s dynamic nature allows for the development of “what-if” scenarios to address various financial situations effectively.
Start your Shepherd Living Plan today for a comprehensive strategy for your life and legacy.
Office Location
1004 Main Street
Winchester, MA 01890
Let's Talk
Phone: +1 (781) 756-1804
Fax: +1 (781) 729-4356
The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.
The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Please see Important Disclosure Information at https://www.shepherdfinancialpartners.com/important-disclosure-information/.
Financial planning and investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Securities offered through LPL Financial, Member FINRA/SIPC. Shepherd Financial Partners and LPL Financial are separate entities.
Additional information, including management fees and expenses, is provided on Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site, https://www.adviserinfo.sec.gov/Firm/169093.
Past performance is not a guarantee of future results. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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