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=
Manager due diligence
Wealth enhancement, including cash flow management and tax minimization
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.
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:
Taking care of your heirs
Protecting your assets
Maximizing your charitable impact
Rationale for Stress Testing
Avoid potentially destructive situations
Strive to benefit from all possible opportunities
Full Client Experience
45 Day Follow-Up
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.