Hosted by: Business Development Specialist, Ann Vaeth
Guests: Gigi Barnabei, FPQP™; Steven Kuhlman, CPWA®, CEBS; R. Mark Shepherd, CFP®, CDFA®, AIF®; Sam Shepherd, and Steve St. Pierre, CPA, CFP®, MSA
When is the right time to begin? How does one decide on the right planner?
In this Market Commentary, key members of our team discuss these important questions and much more. We hope you enjoy this new format and the information it provides.
As always, please reach out to the team with any questions you may have. We look forward to hearing from you.
Investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Registration as an investment advisor does not imply any level of skill or training.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
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 Shepherd Financial Partners, LLC’s Form ADV Part 2, which is available by request.
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