社区
TrustFinance 不是持牌金融顾问,也与您所在地区的任何金融机构无关联。投资前请自行研究。
Life After Grief Financial Planning
Information by Research TrustFinance
Life After Grief Financial Planning provides comprehensive financial planning and wealth management services tailored specifically to individuals navigating the financial complexities following the loss of a spouse. Founded by Amy L. Shepard, a Certified Financial Planner (CFP®) and Certified Financial Transitionist® (CeFT®), the firm's mission is to offer a compassionate and specialized approach, helping clients organize their finances, make sound decisions, and build a secure future during a difficult life transition. The firm operates as a division of Shepard Financial Planning, Inc., a registered investment adviser.
United States
Industry
Financial