Shepard Financial

Description

• 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 youve 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. Were here to help you feel more connected and in control of your financial well-being. Were 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 SERVICESEstate PlanningIncome Tax PlanningProtection PlanningFinancial Position AnalysisInvestment PlanningRetirement PlanningRETIREMENT PLANNING401kDefined Benefit PlanRoth IRASEP403bProfit Sharing PlanSimple IRATraditional IRAPRODUCTSAnnuitiesETFStocks and BondsCertificatesIRA529 PlanSecurities 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.
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  Headquarters:45 Forest Falls Drive , Yarmouth, Maine, United States

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  Phone Number: +1 207-847-4032

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  Website: https://www.shepard-financial.com

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  Employees:8

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  Revenue:$1 - 10M

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  Legal Name:Shepard Financial

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• |  NAICS Code: 523930  |

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