Shepard Financial aims to create a healthier community by helping clients learn how to trade well in the four currencies of time, money, health and relationships.

We help our clients get what they want out of life.

Comprehensive Financial Planning

Financial planning starts with an understanding of your financial nature and motivation, your needs and wants, and goals that are important to you. Once we have an understanding, shepard Financial’s financial planning process addresses:

• Cash flow planning/Financial Position Analysis.

• Investment Planning

• Tax Planning

• Retirement planning

• Protection Planning

• Estate and Legacy Planning

Financial planning with us is active and continuous, allowing clients to engage and take charge of their decision making in real time. We review plan progress on a regular basis to make sure clients are on track and working towards pursuing their goals.

Personalized Investment Management

As active investment managers, we build customized investment management strategies that are tailored to your individual needs and allow you to evolve with your money. Your nature is taken into consideration, and your beliefs and values are honored; because money is a source of energy and should be a positive one.

Our investment approach starts with a core asset allocation based on needs, and is supported with tactical positions to take advantage of cyclical trends as well as provide global and income diversification. The financial world has its patterns. By identifying these patterns and cycles you can take advantage of the opportunities they provide, and it takes an active manager who is paying attention to do this.