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Services

Keeping a 360° view of your financial picture

To develop a strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our strategies and asset management services use insurance products, such as annuities, to help you meet financial goals. We can work in concert with tax professionals or attorneys to advise you on specific aspects of your financial strategy.

At Shepherd Wealth Solutions, we offer the following services:

Retirement Income Strategies

Retirement Income Strategies

Retirement should be spent doing the things you love, not worrying about income. At Shepherd Wealth Solutions, we’ll help you plan and prepare to make your retirement income last.

Wealth Accumulation

Wealth Accumulation

Whether you want to take an aggressive or conservative approach to accumulating wealth, we’ll assist you in creating a plan that helps minimize losses and aims for growth.

Tax Minimization Strategies

Tax Minimization Strategies

Rising taxes may be a concern for many individuals approaching retirement. It could be important to incorporate tax planning into your financial decisions.

Long-Term Care Strategies

Long-Term Care Strategies

Sometimes, the unexpected happens. Prepare for the unexpected with a long-term care plan. With a long-term care policy, you can feel more at ease knowing that if a health crisis comes along, you have a plan in place.

Estate Planning

Estate Planning

You never know what’s on the horizon. With the right estate plan, you can help plan and prepare for whatever comes so that your family isn’t left with anything less than what you want for them. We can help you protect and transfer your assets efficiently and effectively while minimizing taxes.

Annuities

Annuities

Protect the assets you’ve worked so hard for. With an annuity, you can help avoid the downside risks of directly investing in the market, while still providing growth. They also help provide added peace of mind that you have the option for lifetime retirement income.

Life Insurance

Life Insurance

Life insurance helps protect and provide for the people you love most. With the right policy, you can make sure that they’re taken care of, no matter what happens.