At Sheppard Mosher, we believe that a plan is a powerful tool.
Reaching your long-term finanical objectives hinges on having the right plan - one that fits your unique circumstances and grows with you.
Planning your financial future can be a daunting task. That's where Sheppard Mosher comes in. We're trained, independent, licensed professionals, and we can draw on years of wealth management experience when creating a long-term plan. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, we can help you.
We serve individuals and businesses in all areas of financial planning, including:
Retirement planning - Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
Tax Management - Making sure you don't pay a penny more than the laws requires. Looking for ways to reduce your current and future tax burden. Referring you to qualified tax specialists.
Estate planning - Reviewing your wills and trusts. Helping to preserve your estate for your heirs. Helping with beneficiary designations. Helping to reduce exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
Risk Management - Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
Education Funding - Recommending investment and accumulation strategies to help pay for your children's education.
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