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

Weekdays 9 AM - 5 PM



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.



By Patty Manko

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To access a printable PDF version, click here.

To contact Alex for more informaiton or to schedule a presentation for your group, click here .


FAQs for Beneficiaries

August 12, 2014


By Patty Manko

Beneficiaries icone core resized 600If your loved ones have invested, saved or insured themselves to any degree, you may be named as a beneficiary to one or more of their accounts, policies or assets in the event of their deaths. While we all hope “that day” never comes, we do need to know what to do financially if and when it does.

Legally, just who is a beneficiary? IRAs, annuities, life insurance policies and qualified retirement plans such as 401(k)s and 403(b)s are set up so that the accounts, policies or assets are payable...


By Patty Manko

01 writing a letter resized 600The Letter of Intent (LOI) has long been utilized as a tool to guide guardians, trustees, siblings and others to care for your dependent child when you, as parents, are unable to do so. In many cases, it contains detailed information that only a parent would know about their child’s history and personal preferences. In every case, it is a document that views the child’s life today and in the future through the eyes of his or her parents or guardians.

The actual composition of the LOI requires gathering and r...