Individuals Approaching Retirement
Elevate Your Retirement with Advanced Wealth Management Solutions
As you transition from decades of diligent saving to managing wealth for income during retirement and beyond, the process can feel overwhelming, even for seasoned investors. This shift entails navigating complex tax implications and redefining various aspects of daily life. At Shepherd, our comprehensive income replacement plan is crafted to seamlessly guide you through this transition, considering every aspect from tax consequences to asset management after death. With our extended experience and personalized approach, we help optimize your retirement journey for success, empowering you to enjoy your well-deserved wealth with confidence.
At Shepherd, we have a network of retirement benefit specialists and an in-house Retirement Plan Service team to offer advice on navigating the tax implications associated with retirement plans. Your Shepherd Living Plan helps provide a seamless shift from the accumulation phase to the distribution phase, considering the complexities of multiple accounts, tax ramifications, and how assets are treated at death. Our services for individuals approaching retirement include:
Elevate your retirement with advanced wealth management solutions today.
Office Location
1004 Main Street
Winchester, MA 01890
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Phone: +1 (781) 756-1804
Fax: +1 (781) 729-4356
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice and financial planning offered through Shepherd Financial Partners, LLC, a registered investment advisor and separate entity from LPL Financial.
The LPL Financial registered representative(s) 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.
LPL Financial Form CRS
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.
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/.
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.
Past performance is not a guarantee of future results.
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