shepard FINANCIAL Information

Evolve with your money. Like life, money evolves – how you look at it, use it, understand the complexities of your relationship with it – all change over time. As does your reliance on it for leading the life you’ve always imagined. As we see it, money is a living thing: it is varied and complex. Shepard Financial empowers clients to understand how their financial lives can be better integrated into the ways they live. We’re here to help you feel more connected and in control of your financial well-being. We’re here to help you evolve with your money. To truly evolve with your money, we believe you need two things: information that helps guide you and the products and services that help you work towards your dreams. We offer access to both. A complete suite of financial management and planning services. FINANCIAL PLANNING SERVICES Estate Planning Income Tax Planning Protection Planning Financial Position Analysis Investment Planning Retirement Planning RETIREMENT PLANNING 401k Defined Benefit Plan Roth IRA SEP 403b Profit Sharing Plan Simple IRA Traditional IRA PRODUCTS Annuities ETF Stocks and Bonds Certificates IRA 529 Plan Securities and Advisory offered through LPL Financial. Member SIPC, www.sipc.org. Investment advice offered through Flagship Harbor Advisors, a registered investment advisor. Flagship Harbor Advisors and shepard FINANCIAL are separate entities from LPL Financial. For a list of states in which we are registered to do business, please visit www.shepardf-financial.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.