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Colin Shepherd

INVESTMENT/WEALTH MANAGEMENT

Contact me at:

(480) 448-0334

Guidance and advice from our team of highly experienced professionals

My job as an advisor is to learn about your goals, ambitions, resources, and challenges; then to design a financial ‘roadmap’ to keep you on track to hit those goals in life, while having a contingency plan to protect against the unknown. While our conversations are focused on financial matters, I get to know my clients on a personal level to ensure the strategy we create together is in their best interest, and as their lives continue to change, we are proactive and flexible. I am a big believer in Financial Empowerment, and during our meeting process, I deliberately take an educational approach with my clients on their options so they understand the “why’s” and “how’s” behind recommendations.


My areas of advice include:

• Fee-Based Financial Planning

• Student Loan Management

• Retirement Strategies (Qualified vs. Non-Qualified)

• Roth IRAs

• Cash Flow Analysis & Budgeting

• Tax-Efficient Investment Strategies*

• Investment Portfolio Analysis & Recommendations

• Disability & Life Insurance

• Wealth Accumulation & Distribution


Email: Colin.Shepherd@CorePathWealth.com


WHO WE ARE


About Our Organization
Our Vision

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Wealth Management

Tax Planning

Tax Preparation

Business Advice

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Risk Solutions

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CorePath Wealth Partners

The core of what matters, and the path to get you there.

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