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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

 

By Patty Manko

shred day   Hope to see you here!

 

News and Events for Families

April 17, 2014

 

By Patty Manko

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 Massachusetts Families Organizing for Change (MFOFC)

in partnership with

Massachusetts Down Syndrome Congress (MDSC) and Riverside Community Care

“A Full Life Ahead”

~ a series of monthly workshops for parents and guardians of young adults with a disability. 

The series focuses on transition, employment, housing, friendships and other topics that will lead to interdependent, full lives in the community for young adults with disabilities.

Join us … Wednesday, April 30, 2014 Screen Shot 2014 04 17 at 1.17.00 PM resized 600

7:00 –

...

 

By Patty Manko

communication resized 600Divorce mediation can go more smoothly when you have a legal adviser.

A legal adviser is a special type of lawyer -- one who is willing to consult with you as an integral part of the mediation process. While business lawyers have long served as consultants to their clients, divorce lawyers have traditionally been accustomed to taking over and handling the entire case.

But as more and more divorcing couples use mediation, the need for consulting lawyers has increased. As a result, many divorce lawyers...