A 403(b) retirement plan is an employer sponsored plan that churches (as well as public schools and non-profit organizations) can offer their employees. Contact Shepherd’s Financial for more about 403(b) retirement plans and the advantages for churches setting them up for their pastors and staff.
Investment Advisory Accounts:
Investment advisory accounts (IRAs, ROTH IRAs, and Non-Qualified accounts) are offered through Eagle Strategies LLC; a registered investment adviser and wholly owned subsidiary of the New York Life Insurance Company, which is dedicated to designing customized wealth management to help you meet your unique financial goals by giving you access to the solutions, expertise, and support of 90+ experienced financial specialists; and NYLIFE Securities LLC, a broker-dealer capable of meeting the investment style of nearly every investor—from the novice to the sophisticated. Contact Shepherd’s Financial for more information about investment advisory accounts with Eagle Strategies.
Brokerage Accounts:
Brokerage accounts (IRAs, ROTH IRAs, and Non-Qualified accounts) are offered through NYLIFE Securities LLC; a registered broker-dealer and a wholly owned subsidiary of the New York Life Insurance Company, which focuses on providing you with world-class brokerage services and a wide variety of investment options to help you maximize your opportunities to grow and maintain your wealth. Contact Shepherd’s Financial for more information about brokerage accounts through NYLIFE Securities.
Life Insurance:
Life insurance is a cost-effective way to protect your assets and family from catastrophic loss. Shepherd's Financial offers different types of life insurance from the suite of New York Life Insurance Company products. Contact Shepherd’s Financial for more information about life insurance.
Long-Term Care:
Long-term care insurance may help you preserve the assets you have worked hard to build and steward. Shepherd's Financial offers long-term insurance from the suite of New York Life Insurance Company products. Contact Shepherd’s Financial for more information about long-term care insurance.
Annuities:
Annuities can offer guarantees that traditional investments cannot, and they are indispensable for building a retirement income portfolio. Shepherd's Financial offers different types of annuities from the suite of New York Life Insurance Company annuity products to meet your unique retirement income needs. Contact Shepherd’s Financial for more information about annuities.
Affiliations:
Advanced Planning Group:
Shepherd's Financial works with the New York Life Insurance Company's Advanced Planning Group, which specializes in tax, law, and accounting, to help you achieve your estate planning objectives.
The Cason Group:
The Cason Group is a brokerage general agency with which Shepherd’s Financial LLC works directly to provide life and long-term care insurance solutions that are unavailable through the New York Life Insurance Company.