About David W. Shepherd, Jr., CFP®

David is the Chief Investment Officer for Shepherd Wealth & Retirement and a CERTIFIED FINANCIAL PLANNER™ practitioner. Have a financial question? Click Here to contact David W. Shepherd, Jr.
Author Archive | David W. Shepherd, Jr., CFP®
Black Friday

Better Investor Brain & Black Friday

Better Investor Brain & Black Friday A new year is soon upon us. Before long the holidays will be packed up and put away. The calendar will cross over to 2016, when we are barely into the habit of dating our checks with 2015. As we approach the holidays I want to share a few […]

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financial planning

What Exactly Is Financial Planning?

There are many ideas and opinions as to what exactly is financial planning. Here, David Shepherd, outlines what Financial Planning is. David explains the process of harmonizing the seven key areas that make up your financial program with the objective that you and your family can reach and maintain your most important goals. “As an […]

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