At Shepherd Advisor, we can guide you through a simple process to produce a customized financial plan and investment strategies to help you and your families build a solid financial future.

Financial Planning

We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:

  • Financial planning
  • Investment planning
  • Retirement planning
  • Business planning
  • Education planning
  • Tax Planning
  • Insurance Planning
  • Estate planning

As an independent financial services firm, we can access many different products so you can get the right products and services for you.

Financial Planning

Investment Management

We act as our client’s personal chief investment officer (CIO) and our investment management process operates within open architecture investment platform. 

Our Investment strategies seek to limit market volatility and respect your tolerance for risk. Of course, no investment strategy can guarantee a particular rate of return or avoidance of losses. You can count on unbiased recommendations and impartial guidance based directly on your needs and goals.

Our fee for investment management services is calculated by assessing the percentage rates based on the market value of the managed accounts of the last business day of the previous calendar quarter. Clients receive a billing invoice every quarter showing this calculation.

Investment Management

Insurance Solutions

We offer a wide variety of Insurance products based on your needs. We are appointed with several Insurance companies to bring the best Solutions available to you and your families.

insutance concept flowchart hand drawing on blackboard

Annuities

Being ready for retirement doesn’t just mean you’ve saved enough money. It also means feeling confident because you have the guaranteed income* you need. Annuities can play an important role in your retirement plan. Whether you are trying to increase your retirement savings, or you need guaranteed income, there are annuity solutions that you should consider. Annuities come in many varieties, each with their own unique features. It’s smart to learn how they work and how they may fit into your retirement saving and income strategies. 

Life Insurance

Having the right life insurance is pivotal in planning for the future of you, your loved ones and your business. Life insurance can help you fulfill promises you’ve made personally and professionally. The right life insurance will be unique for you and dependent on your personal, professional and financial needs. As your life or business changes, your life insurance coverage may need to change in order to adapt to your current needs.

Disability Insurance

Disability insurance pays a portion of your income if you can’t work for an extended period because of an illness or injury. Your most valuable asset isn’t your house, car or retirement account; It’s the ability to make a living. Long-term disability insurance provides funds to help replace lost income if you become disabled.

Long Term Care Insurance

A long-term care insurance policy helps cover the costs of that care when you have a chronic medical condition, a disability or a disorder such as Alzheimer’s disease. Most health insurance covers things like hospital stays, medical procedures, doctors’ office visits, and prescription drugs. However, the cost of long-term services such as nursing home stays is generally not covered. Even Medicare will only cover short stays in nursing homes, or some in-home care, but only under specific conditions.Long-term care insurance is designed to cover these types of expenses.

Committed to Service

Every successful financial strategy starts with an excellent client relationship and purpose. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest investment strategies that will help you realize your purpose.

*Guarantees depend on the claims-paying ability and financial strength of the issuing insurance companies (not Shepherd Advisor or LexAurum Advisors).