Second Opinion Service

Exclusively For Friends, Family, and Associates of Valued Clients

In this challenging economy, you probably know a friend, family member or colleague who may be in a complex situation or just unhappy with the advice from his or her financial advisor—it’s not uncommon. We believe many high net-worth investors would value a second opinion on their finances.

In order to help the people you care about pursue their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer your friends, family members and associates the same expertise and guidance you have come to expect as a valued client of Shepherd Wealth & Retirement.

Working With a Team That Redefines Wealth Management

Ask ten investors to define wealth management. Actually, ask ten “wealth managers” to do so. You will almost certainly get ten different answers, with most heavily focused on investing. As a client of Shepherd Wealth & Retirement, however, you benefit from an experienced team that has a clear and comprehensive vision of wealth management.

Wealth Management Formula=

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Investment Consulting

  • Asset allocation

  • Portfolio management

  • Manager due diligence

  • Risk evaluation

  • Performance analysis

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Advanced Planning

  • Wealth enhancement, including cash flow management and tax minimization

  • Wealth protection

  • Charitable giving

  • Wealth transfer

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Relationship Management

  • Regularly scheduled calls, reviews and in-person meetings

  • Team of professionals, including legal, tax, insurance, and insurance advisors

Our Consultative Process

We approach each new engagement with a consultative process. This allows us to have an open dialogue in which we learn about every client’s values and goals while working with them to tailor a plan intended to help achieve them. As a valued client, you will recognize the five steps below as the process you have experienced with us. Through our second-opinion service, your friends, family members and associates can enjoy a portion of this experience at no cost.

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Stress Test

If you want to be well positioned to maximize the probability of realizing your goals in any environment regardless of any market volatility and many economic, social and political uncertainties, then let us help you conduct a stress test.

In a stress test, we will review your current plan with other appropriate independent professionals from our Virtual Family Office. Once completed, you will be provided with written recommendations all based on your goals for addressing a range of areas including:

 

  • Minimizing taxes

  • Taking care of your heirs

  • Protecting your assets

  • Maximizing your charitable impact

Rationale for Stress Testing

Stress
Testing

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Avoid potentially destructive situations

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Strive to benefit from all possible opportunities

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Full Client Experience

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Discovery

Meeting

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Investment Planning

Meeting

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Mutual Commitment
Meeting

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45 Day Follow-Up
Meeting

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Regular Process
Meetings

What to Expect from Our Second Opinion Service

We will meet with your friends, family members and associates for a Discovery Meeting. Assuming we both agree that we have a basis for working together, they will return for the Investment Plan Meeting. Hopefully, we can confirm they are on track to fulfill their values and achieve their goals with their current financial provider. If needed, we will suggest ways in which we can help, including recommending another provider if we are not a good fit for their needs. Either way, they will receive a Total Client Profile and a personalized analysis of their current situation.

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