Help families and small businesses financially plan for the expected and unexpected. I help construct, implement, and stay on track of their customized financial plans. Offer independent advice, with the solutions comprising mostly of investment related accounts (retirement accounts, investment accounts, college funding) and insurance products (life insurance and disability insurance).Third party posts found on this site do not reflect the views of IFP and have not been reviewed by IFP as to accuracy or completeness. Please consult your tax and/or legal advisor before implementing any tax and/or legal related strategies mentioned in this publication as IFP does not provide tax and/ or legal advice.Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Shepherd Wealth Advisory are not affiliated. For a list of states in which I am registered to conduct securities business, please visit my website at www.shepwa.com.