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Educational Videos

Kristen Shepherd | Jul 6, 2021

Video: Easy Ways to Financial Health

Finance

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as

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Kristen Shepherd | Jul 6, 2021

Video: 3 Money Management Principles for Children

Savings

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as

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Address

9720 Cypresswood Dr., Suite 345
Houston, TX 77070

Contact Info

713-533-1040 Option 3
kshepherd@beaconwm.net

GET IN TOUCH

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Wealthcare Advisory Partners LLC a SEC registered investment advisor. Wealthcare Advisory Partners LLC and Beacon Wealth ManagementLLC are separate entities from LPL Financial.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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