Gain the confidence and clarity you need to make wise decisions about your retirement money.
Sounds simple, doesn't it? Then why does everyone make it so complicated?
Hi. I'm Lynn Shepherd, North Canton Ohio CERTIFIED FINANCIAL PLANNER™ and founder of the Retirement Center for Life Planning. My goal is to help you make smart choices about your money so you can experience the financial security, independence and freedom that you are looking for as you prepare for retirement or are already retired. After all, true wealth is so much more than money.
How I'm Different as a Certified Financial Planner®:
If you've read through other planner profiles, you'll immediately realize I'm different.
I'm not out to impress you. I'm here to help you change your life.
I believe as a decision maker you truly want to make wise, educated choices about your money. You know your future and financial security depends on it. Unfortunately, confusion, doubt, and fear of being taken advantage of rear their ugly heads and cause procrastination. By helping you answer questions you didn't even think to ask, my hope is that you will gain the clarity and confidence you need to design and implement your personal financial roadmap.
How will I help you plan for retirement?
Investment management is just one piece of the financial puzzle. I provide both holistic retirement life planning services and money management. I educate, inform, and speak in a language that is easy to understand so you can make wise, educated money decisions that will give you the best opportunity to reach your goals. I will keep you focused, organized, educated and on the right path for you.
I plan to eliminate your fear about making bad money choices by answering questions you may not have thought to ask. No more fears about being taken advantage of or feeling intimidated about asking questions. You will given the power of choice.
Your Personal Money Action Plan for Retirement
As a Certified Financial Planner® practitioner who serves residents of Ohio and Florida, I have developed a goals/priorities/solutions process that creates a Money Action Plan (known as MAP). This process helps my clients transform scattered, ineffective retirement planning into values-based solutions that work. A true financial roadmap reflects your values, your goals, your priorities, and provides an organized view of your money. It's all about you!
As a comprehensive retirement planner, I understand financial security involves so much more than managing money. Security means protecting your lifestyle by reducing or eliminating unnecessary risk and implementing tax-efficient strategies.
As a retirement income specialist, I draw on my 35 years of legal and financial experience to focus on helping you avoid costly retirement mistakes surrounding IRAs, 401k rollovers, investment choices, long term care options and inheritance issues.
What Can You Expect as a Financial Planning Client?
All clients receive an annual review and update of their personal goals-based retirement MAP based on current life transitions and changes over the past year to life circumstances.
I schedule 3 reviews per year with my Ohio and Florida platinum clients. ($500k asset minimum) Each meeting has a set agenda. Together we proactively review legacy planning, taxes, and conduct a comprehensive safety review. There is an annual update of your retirement MAP based on current life transitions. We collaborate with your accountant and attorney. Nothing falls through the cracks.
Plan Your Retirement MAP Today
You aren't alone anymore. I can help. Don't wait a minute longer. Contact your personal retirement guide, Lynn Shepherd, today. I serve Ohio and Florida residents.
P.S. You probably will receive the most benefit from our retirement resources, tools, experience and guidance if you are a conservative investor, over 55 years of age, are within 5 years of retirement, or already retired.