Business Owners & Entrepreneurs
Empower Your Business Legacy with Tailored Wealth Planning Solutions
As an established business owner, you face unique challenges in preserving and growing your wealth while leaving a lasting legacy. Shepherd Financial Partners understands the complexities of managing both personal and business finances simultaneously, offering integrated solutions to help maximize all aspects of your wealth. From retirement and succession planning to optimizing cash flow and profitability, our experience extends beyond traditional financial advice. We aim to serve as a true partner, empowering you to make strong financial decisions that align with your goals. Our own multi-generational family business experience enables us to provide a deep level of understanding, compassion, and perspective to meet your business and personal financial needs with the utmost precision and care.
Shepherd Financial Partners specializes in serving the distinct financial planning and wealth management needs of business owners and entrepreneurs, offering tailored advice on retirement plans and guidance on successfully navigating succession planning. Our services also encompass advanced tax strategies, cash flow and profitability optimization, and ongoing advisement. We work diligently to address all facets of your financial and business needs including:
Discover tailored wealth planning solutions to empower your business 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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