Archive | General Principles of Financial Planning

RSS feed for this section


With all the current talk about fake news since the election it sure seems like the fake news was the market was going to tank if Trump won. As we mentioned in an earlier video we sent through email we expected this time to be turbulent and take a while to settle out and get […]

Read full story Comments are closed
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 […]

Read full story Comments are closed

Investment advice offered through Shepherd Wealth Group, a Registered Investment Adviser doing business as Shepherd Wealth & Retirement.

©2014 Shepherd Wealth Group, Inc. 6300 E. El Dorado Plaza, Suite A200, Tucson, AZ 85715 | Phone 520-325-1600 Fax 520-325-9097 Disclosures