What is purpose of your Business?

Due to the demands of running a business, one of the most precious commodities for business owners is time. Too often this lack of time can result in neglecting the business’ other financial matters.

Adding Shepherd Advisor as your financial business partner can plug this gap. We work closely with business owners to add substantial value by providing advice and insight on even non-core business operations.

Our business services include managing the business as a financial asset (often the biggest asst you own), succession and transition planning, pension and retirement plan consultation, risk management and insurance planning.

Employer-Sponsored Retirement Plan

Employer-sponsored retirement savings plans are useful for both employees and employers. We can help you with 401(k), 403(b), 457, SEP, SIMPLE and Defined Benefit Pension Plans.

As a plan sponsor to your company’s retirement plan, you have certain responsibilities to ensure optimal investments, reasonable fees, and informed participants. With Shepherd Advisor at your side, you can navigate these waters smoothly and with confidence to create a best practices retirement plan that helps protect you from liability and loss while promoting positive participant outcomes.

Managing the Financial Assets of the Business

As sales and profits grow, business owners who don’t have the time to do investment research often allow capital to accumulate in no or low interest checking accounts. At Shepherd Advisor, we can assist time-constrained business owners in the efficient allocation of financial assets, including interest-bearing instruments, stock market investments and retirement accounts. These factors can play a key role in addressing the long-term financial objectives for business owners.

Business Succession/Transition Planning

Depending on your business, ‘business transition’ may mean sharing your rich heritage with a family member you’ve groomed from the next generation; it may mean passing the keys to a pivotal, trusted employee; or it may mean a merger or acquisition that you’ve been negotiating in order to make your retirement dreams come true.

Whatever ‘business transition’ means for your company, you need an experienced partner to handle the many details of this leadership change and ensure the long-term viability of your organization. Let our team of experts help you achieve the legacy you desire for your business.

Committed to Service

Successful financial strategies starts with an excellent client relationship and purpose. Our mission and values include exceeding our client’s every service expectation. Call us today to discuss investment strategies that can help you realize your purpose.