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        (330) 499-6231Map & Directions6239 Frank Ave NWNorth Canton, OH 44720

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        Smart Solutions for Life's Next Chapter Visit IRA Retirement Guide, Lynn Shepherd Manage Risk - Protect Assets - Create Lasting Income

        General Info
        IRA Retirement Guide Lynn Shepherd is a CERTIFIED FINANCIAL PLANNER™ professional who specializes in tax-efficient retirement income, distribution, and rollover planning. Her focus is provide you with tax-advantaged IRA distribution planning during your lifetime and IRA legacy planning for your loved ones. Lynn's SWAN360™ planning process helps you define your values, set your goals, reduce unnecessary risk, and control taxes. Lynn uses her 35 years of diversified legal and financial experience to help guide retirees and those soon to be retired. Serving clients in Ohio and Florida. Visit the SWAN360 website for free retirement resources and videos. Claim your free email newsletter. Manage Risk - Protect Assets - Reduce Taxes Create Lasting, Sustainable Income *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 our site 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
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        855-SWAN360: (855) 792-6360

        Brands
        IRA Inheritance Planning, IRA/401k Rollover Adviser, Insurance/Annuity Consultant, PERS/STRS, PLOP/403b/401k, Retirement Consultant, Retirement Income Planning, Retirement Rollover Consultant (401k
        Location
        Located in North Canton, OH: Exit off I-77 on Portage; Go west on Portage to Frank Ave NW. Turn left/south at the light (Rockne's is on the left corner). Drive past Eye Center of Ohio. Pass light at Mega Street (only if it's green. Otherwise be a
        Amenities
        We help you answer questions you didn't even think to ask! Objective, independent, Retirement Problem Solvers
        Accreditation

        FPA - Financial Planning Association

        Jackson Township Chamber of Commerce

        Leadership Stark County Graduate

        OH Women and Money/Smart Money Choices Workshops

        Women's Initiative Network - Past President

        Categories
        Retirement Planning Services, Financial Planning Consultants, Investment Advisory Service

        Details

        Phone: (330) 499-6231

        Address: 6239 Frank Ave NW, North Canton, OH 44720

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