Special Needs Financial Planning | Motivation & Mission
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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Motivation & Mission

Motivation & Mission

We really are different from other advisors.

This is not just our business; this is our life.

Top Three Reasons That Make Us Different.

Above all, our motivation and mission is to work for our clients first, not for an insurance company or investment company.

1

IMPACTFUL ADVOCACY AND EDUCATIONAL EMPOWERMENT

Our history of educational outreach and advocacy - We have built relationships and our reputation through decades of educational outreach and service on the boards of statewide organizations.  We take great pride in having been instrumental in shaping policy regarding how services are delivered to families of people with special needs.

2

Independence

Our independence - As we built our practice, we came to realize that we could not meet our clients varied and unique needs by focusing solely on life insurance products.  In order to be sure our clients came first and to remain true to our professional code of ethics, our practice joined an independent financial planning and wealth management  firm, Shepherd Financial Partners. Here, as Certified Financial Planning™ practitioners  and investment fiduciaries, we can most effectively  serve our clients to plan for and pursue their financial goals.

3

Team

Our TeamMany of our client relationships have lasted decades and our service offering has evolved along with our clients needs. Our multigenerational team is designed to provide continuity of service, in both your life and that of your children.