Disclosures

 

Shepherd Wealth & Retirement ADV

Investment advice is offered through Shepherd Wealth Group, a Registered Investment Adviser doing business as Shepherd Wealth & Retirement. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.

Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.

Content should not be construed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned.

All investment strategies have the potential for profit or loss. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s portfolio. There are no assurances that a portfolio will match or outperform any particular benchmark.

The content of this website and blog is provided for informational purposes only, and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

Third-party awards are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. These awards should not be construed as an endorsement of the adviser by any client nor are they representative of any one client’s evaluation. Generally, awards are based on information prepared and submitted by the adviser. A more thorough disclosure of the criteria used as a basis for this award is available by contacting our office.

Hyperlinks on this website are provided as a convenience, and we disclaim any responsibility for information, services or products found on websites linked hereto.

Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion are subject to change. Projections are based on assumptions that may not come to pass. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio.

Case studies are for illustrative purposes only and should not be construed as testimonial from the client.  Each client’s situation is different and goals may not always be achieved.  It is unknown if this client approved or disapproved of the services rendered.  Always consult an attorney or tax professional regarding your specific legal or tax situation.

Illustrations do not represent the performance of Shepherd Wealth and Retirement or any of its advisory clients.  Returns do not reflect the impact of advisory fees.

Historical performance results for investment indexes and/or categories generally do no reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results.  Returns do not reflect the performance of Shepherd Wealth Group or any of its advisory clients.

All indices are unmanaged and may not be invested into directly.

The Standard & Poor’s 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

Investment advice offered through Shepherd Wealth Group, a Registered Investment Adviser doing business as Shepherd Wealth & Retirement.

©2014 Shepherd Wealth Group, Inc. 6300 E. El Dorado Plaza, Suite A200, Tucson, AZ 85715 | Phone 520-325-1600 Fax 520-325-9097 | Disclosures