Our Steps Involve:

Advisory Services – Educating clients to understand their fiduciary obligations and navigate company savings plans.

Design Assistance and Consulting – Conducting a comprehensive analysis of your current plan and offering a comparative analysis of suitable solutions available to your company. Thereafter, we will develop investment committee best practices and protocols, and assist with investment selection and monitoring, as well as a review of the Qualified Default Investment Alternative (QDIA). We also provide you access to a national network of qualified investment advisors when selecting funds and fee benchmarking and analysis.

Implementation – We enable your employees to optimize their benefits via comprehensive education and communication programs that help keep them on the right track. As advisors, we also offer educational and financial planning services that address any concerns they may have.

Plan Support – Providing systematic, ongoing review and measurement of success at both the participant and plan levels.

These services are for plan sponsor use only, and not for participants or the general public. This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.

Office Location

1004 Main Street
Winchester, MA 01890

Let’s Talk

Phone: +1 (781) 756-1804
Fax: +1 (781) 729-4356

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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/169093Past 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.