Richards Financial Services

Shepard Financial is a team of experienced financial advisors dedicated to empowering individuals and families to take control of their financial destinies. We believe that everyone deserves access to clear, personalized guidance that helps them achieve their unique financial goals.

Who We Are

Our team consists of skilled professionals with diverse backgrounds in financial planning, investment management, and estate planning. We are motivated by a genuine desire to understand the anxieties and aspirations of our clients, and we tailor our strategies to their individual circumstances and goals.

Our Approach

We take a holistic approach to financial planning, considering every aspect of your financial life to create a comprehensive and personalized strategy. We work collaboratively with our clients to:

• Define goals: We work with you to identify your financial aspirations, whether it be securing retirement, building wealth, or planning for the future.
• Assess needs: We analyze your current financial situation and investments to identify potential risks and opportunities.
• Develop strategies: We collaborate with you to create personalized plans that address your specific circumstances and goals.
• Communicate and empower: We believe in clear and concise communication, so you always understand the details of your plan and feel empowered to make informed financial decisions.

Our Services

We offer a wide range of services to address every aspect of your financial life, including:

Retirement Planning

• Building and optimizing your retirement accounts (TIAA, 401k, IRAs)
• Developing a comprehensive retirement strategy for the future

Investment Management

• Building and managing a diversified portfolio tailored to your individual risk tolerance and goals
• Implementing tax-efficient investment strategies

Estate Planning

• Creating a comprehensive estate plan that ensures the smooth transfer of wealth to your loved ones
• Planning for potential contingencies and mitigating taxes

Additional Services

• Insurance planning
• Tax optimization strategies
• Financial planning for high-net-worth individuals

Get Started Today

At Shepard Financial, we are committed to helping you take charge of your financial future. Contact us today to schedule a consultation and learn how we can help you achieve your financial goals.