Special Needs Financial Planning | How We Serve Professionals
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
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How We Serve Professionals

How We Serve Professionals

Who can you trust to serve your clients with integrity & objective advice?

Professionals

You are a trusted advisor and should have other qualified, independent professionals to rely upon to serve your clients in the best possible manner.

 

We have a deep understanding and appreciation for the critical role both attorneys and accountants play in serving families of individuals with special needs and believe in working collaboratively, not competitively, with each other.

 

There are many disciplines involved when you are fulfilling the role of a trustee. Our experience as an objective party, coordinating the legal, financial and tax communication between CPAs, attorneys and clients helps assure each discipline is fulfilling its obligation to the beneficiary.

 

We’re here to help. We’re always building our relationships with professionals who will be able to help our clients. Give us a call.

Talk with us.

Yes, Please!