Also known as: coachlynn
IRA Retirement Guide Lynn Shepherd is a CERTIFIED FINANCIAL PLANNERâ„¢ professional who specializes in tax-efficient retirement income, distribution, and rollover planning. Her SWAN360 process is designed to help you define your values, set your goals, reduce unnecessary risk, and control taxes as you prepare for and experience retirement. Lynn believes strongly in financial education. She has partnered with the State of Ohio to provide retirement planning classes and provides workshops for various libraries in Stark County. Since 2004, Lynn Shepherd has served as a Retirement Planning and Elder Care instructor for the Ohio Treasurer's Women & Money workshops. In 2011 she was invited back to teach Retirement Planning for the expanded Ohio Treasurer's financial workshop, now called Smart Money Choices. As a specialist focused on personalized retirement planning, Lynn helps conservative Ohio and Florida residents who are nearing retirement or retired. A financial MAP defines your values, sets your goals, and reduces unnecessary risk. The goal is to help you transform savings to income and protect your hard earned retirement savings. There is so much more to retirement planning than investments. Lynn holds the Series 6, 7, 24, 63, and 66 securities licenses as well as her life, health and annuity licenses. She is also a CERTIFIED FINANCIAL PLANNERâ„¢ professional and a member of the Financial Planning Association. As such, your interests come first. ********************** *NOTE: Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of Ohio and Florida. Securities offered through NEXT Financial Group, Inc. Member FINRA/SIPC Specialties -Financial Planning -Retirement Planning -Retirement Income Planning -Long Term Care -Legacy Planning -Wealth Transfer -IRA/401k Rollovers -Roth IRA Conversion Strategies -Roth IRA Recharacterization -Retirement Decision Making -Ohio Smart Money Choices -Retirement Planning Instructor
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Lynn Shepherd's address is ***** W 150 S, Hurricane, UT.
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Lynn Shepherd's phone number is (775) 738-****.
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Life and career. His parents, Bert and Hazel Hayward, were cattle ranchers on a farm near Hyannis, Nebraska, about sixty miles east of Hayward's birthplace in Alliance. He spent his early youth working cattle, then, at 16, left home to join the rodeo circuit as a bronc rider and horse trainer. In 1947, he arrived in Los Angeles and sought work as a wrangler on motion pictures.. You can find more here.
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