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Shepherd Financial Partners
1004 Main Street
Winchester, MA 01890
(781) 756-1804
Visit Shepherd Financial Partners

Hours:
Weekdays 9 AM - 5 PM

 

About SHEPHERD FINANCIAL PARTNERS

Shepherd Financial Partners provides financial planning and investment management services to individuals, families and foundations on a fee only basis. We advise our clients as they progress through life's transitions, both the expected and the unexpected. We apply a defined analytic approach to each individual's retirement and estate planning needs. We have unique expertise and capabilities in planning for families of individuals with special needs and separation of assets in divorce. Whether a windfall or a set-back, our team will collaborate to provide you with the advice that you need.

LATEST BLOG ENTRIES

 

Inheritance has a Price Tag

July 01, 2013

 

By Patricia Manko

piggy bank inheritance resized 600A windfall from a loved one can be both rewarding and complicated.

Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have considered. Here are some things you may want to keep in mind if it comes to pass.

Take your time. If someone cared about you enough to leave you a sizable inheritance, then likely you will need time to

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By Patricia Manko

describe the image
 Read Our Story of Creating a Home for our Son

When planning a home for an individual with disabilities, the cost of the physical housing is many times a surprisingly small percentage of the total expense.

There are 2 primary factors to consider in planning for lifetime residential options for your child with disabilities.  They are:

  • Supports required-the level of assistance they need in order to manage their day to day activities
  •  Your financial resources

Assessing Supports

The support an i...

 

Diary of a Dream III

June 27, 2013

 

By Patricia Manko

Our Section 8 Housing Choice

describe the imageWe completed a Section 8 application* on the day James turned 18.  Although at the time we did not know what James' residential plan would be, we were not concerned for the voucher can take years to obtain.  This was a critical step towards our dream- for James to live “on his own”. 

Last August we received a notice in the mail from the housing authority informing us that James had come to the top of the list for a Section 8 voucher.  We were asked to provide documented

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