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Home > Financial Planner Directory > Missouri > Chesterfield > Gregory M. Shepardson, CFP®

Gregory M. Shepardson, CFP®

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Financial Legacy Associates

16020 Swingley Ridge Rd

Ste 100

Chesterfield, MO 63017

Phone: (636) 777-7087

Fax: (636) 777-7090

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $25,000

Specialties

Budget & Debt Management
Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Buying a Home
Charitable & Planned Giving
Annuities
Asset Allocation
Career Change
Disaster Recovery
Estate Planning
Investment Management
Government & Military
Employee Benefits
Getting Divorced
Mutual Funds
Getting Married
Job Loss
Real Estate
Insurance
Life Planning
Retirement
Stocks & Bonds
Long-term Care
Starting a Family
Succession Planning
Sudden Wealth
Men's Finances
Special Needs
Women's Finances

How Planner Charges

Combination Fee/Commission

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

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