Retirement plan consulting | Wealth management
Shepherd Financial, LLC is dedicated to empowering individuals and companies through comprehensive financial solutions. Located in Carmel, IN, with a primary address at 111 Congressional Blvd, Suite 100, Carmel, IN 46032, US, Shepherd Financial focuses on understanding the unique financial journey of each client, ensuring personalized and effective strategies.
For businesses, Shepherd Financial partners with retirement plan committees and leadership teams to develop cost-effective solutions that promote employee engagement and long-term retirement readiness. The collaborative and educational approach simplifies complex financial concepts, making them more accessible and manageable. For individuals and families, Shepherd Financial creates customized financial plans that align with their specific goals, values, and life circumstances, offering guidance on saving, investment management, and retirement planning.
Shepherd Financial is committed to safeguarding clients' financial well-being and helping them prepare for the future. The firm specializes in employee engagement, fiduciary guidance, individual wealth management, and financial wellness. The information about Shepherd Financial, LLC will be completed soon with the support of the company’s management. We invite the manager of Shepherd Financial, LLC, to create a customized and exclusive company showcase and product listing on our platform.
Shepherd Financial, LLC se consacre à autonomiser les individus et les entreprises grâce à des solutions financières complètes. Située à Carmel, IN, avec une adresse principale au 111 Congressional Blvd, Suite 100, Carmel, IN 46032, US, Shepherd Financial se concentre sur la compréhension du parcours financier unique de chaque client, garantissant des stratégies personnalisées et efficaces.
Pour les entreprises, Shepherd Financial s'associe aux comités de régimes de retraite et aux équipes de direction pour développer des solutions rentables qui favorisent l'engagement des employés et la préparation à la retraite à long terme. L'approche collaborative et éducative simplifie les concepts financiers complexes, les rendant plus accessibles et gérables. Pour les particuliers et les familles, Shepherd Financial crée des plans financiers personnalisés qui s'alignent sur leurs objectifs, leurs valeurs et leurs circonstances de vie spécifiques, offrant des conseils sur l'épargne, la gestion des investissements et la planification de la retraite.
Shepherd Financial s'engage à protéger le bien-être financier de ses clients et à les aider à se préparer pour l'avenir. L'entreprise est spécialisée dans l'engagement des employés, les conseils fiduciaires, la gestion de patrimoine individuelle et le bien-être financier. Les informations sur Shepherd Financial, LLC seront bientôt complétées avec le soutien de la direction de l'entreprise. Nous invitons le responsable de Shepherd Financial, LLC, à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme.
Compare Shepherd Financial, LLC with 3 companies in Financial-Services
| Comparison Field |
Shepherd Financial, LLCMain Company |
YNABView Profile |
JellyvisionView Profile |
Wellness.WorkView Profile |
|---|---|---|---|---|
|
Founded Year
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— | 2004 | 2019 | |
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Company Size
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— | 201-500 | 201-500 | 2-10 |
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City
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Carmel, IN | Lehi, UT | Chicago, Illinois | Tampa, FL |
|
Country
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United States | United States | United States | United States |
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Skills & Keywords
Comparing with main company
|
14 Total Skills
Financial Services
Wealth Management
Retirement Planning
Investment Management
Financial Consulting
Employee Benefits
Financial Advisory
Employee Engagement
Fiduciary Guidance
Individual Wealth Management
Financial Wellness
Investment Selection & Monitoring
Retirement Readiness Analysis
Partipant Education
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6 Total
6 Unique
Unique Skills:
Company Culture
Employee Training
HR Benefits
Software Design
Software Engineering
Wellness
|
22 Total
22 Unique
Unique Skills:
Annual Enrollment
Benefits
Benefits Communication
Decision Support
Employee Communication
Employee Education
+16
|
19 Total
19 Unique
Unique Skills:
Communication
Corporate Wellness
Emotional Wellness
Employee Wellness
Engagement
Fitness
+13
|
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