Founder, Shepherd Wealth and Retirement
After being pressured to sell insurance products that were inferior to other products available, Dave Shepherd CFP® realized that the only way he could offer the best solution to his customers, and feel good about it, was by starting his own independent firm. So despite having very young kids (one of them with special needs) and risking his career, Dave founded Shepherd Wealth and Retirement in 1986. Years later, he was joined by his son (and now Chief Investment Officer) David W. Shepherd CFP®. David believes that “financial freedom, and the confidence that comes with it, is the key to the vault that holds what we all want the most: freedom of time. So you can do whatever you want, whenever you want, without having to deal with the stress and heartache of making the wrong financial decision.” Together, Dave and David provide comprehensive financial advice and trusted portfolio management to hundreds of clients like you, striving to grow and stay rich!
The Forever Millionaire
Publication Date: October 2017
Have you tried to make the best financial decision possible only to find out later on that you were either mistaken or misled?
If so, you know what a gut-wrenching feeling that is. And it’s beyond the money. It’s disappointing, frustrating, and painful! The so-called “experts” on TV talk as if you could never lose. It sounds like everyone has the perfect solution that will make your money safely grow. But your statements and your financial scars may say otherwise. And now you just don’t know whom to believe anymore.
In The Forever Millionaire, Dave and David W. Shepherd. reveal the usually unknown facts and misconceptions of the financial industry so you can strive to avoid the self-serving advice from others and make better decisions with your money. You will learn the “four seasons” of investing, designed to reduce excessive risk, eliminate large losses, and optimize returns so you can stay rich.
For many Americans, dealing with their finances continues to be a hassle, bringing uncertainty, frustration, and anxiety at every decision. The Forever Millionaire offers a holistic wealth management plan you can follow that aims to protect and grow what you worked so hard to achieve. You will get the confidence you have a solid plan in place and will eliminate that nagging feeling that you are gambling with your money, your future, and the future of your loved ones.
There is no surefire way to predict or control the chaotic nature of markets and investments. But by following the strategy outlined in this book, you can aim to bring order to the chaos and safeguard and grow your wealth!