Dylan Shepherd Email & Phone Number

Dylan V. Shepherd entered the financial services business in 1999 with Smith Barney and joined Lincoln Financial Advisors in June of 2009. Dylan’s practice is a comprehensive full-service, fee-based wealth management practice dedicated to helping successful business owners and affluent families make wise decisions regarding their wealth. Dylan and his team of specialists are skilled “financial architects” helping their clients with the financial and emotional issues involved in gaining financial independence, including investment advice, retirement planning, personal risk management, tax reduction strategies, business succession planning, and estate planning.Services Provided:- Personalized investment advice tailored to your unique situation.- Goal Setting: Identifying and understanding your primary financial goals and time horizons.- Financial Assessment: Evaluation of your current assets and liabilities, your potential income and expenses, and your tolerance for risk.- Personalized Financial Plan and Strategic Portfolio Design: Development of a financial plan and customized asset allocation strategy, including specific investment recommendations based on your goals, time horizon and risk tolerance.- Estate Planning and Tax Reduction Strategies- Portfolio Implementation and Review: Disciplined portfolio performance tracking and regularly scheduled client reviews to ensure the plan and investment strategies remain on target, including rebalancing or making necessary adjustments in specific investments as needed.- Coordination, if desired, with your existing professional advisors.Dylan and his wife, Paula, have two children, Samantha and Whitney and live in Salt Lake City.

Listed skills include Personalized Investment Management, Estate Planning, Tax Reduction Strategies, Retirement Planning, and 13 others.