Account Login | Recent Publications
Toll Free 866.384.5566 ?810.714.5566 ?Fax 810.714.5577

At Shard Financial we have the experience in both bear and bull markets. We understand that your financial matters are important to you and require attention. We differentiate ourselves by our experience, credentials, independence and customer service. Our commitment to staying educated and up to date in the financial services industry continues to enable us to bring timely advice and serious solutions to our client's financial planning needs.

In the business to business arena, our firm specializes in helping businesses find the best solution for their employee benefits. From retirement plans to insurance, Shard Financial is dedicated to implementing and monitoring each plan we install. We know that each business is unique and requires personal attention and service. When you hire Shard Financial for your employee benefits, you get a lot more than just a plan. From employee education, to customized financial plans for each of your employee's, your HR Manager will be able to focus on what you hired them to do, instead of questions they can't answer from your employees.

On the individual consumer side, our firm has an extensive background in advising clients about their buyout, retirement, and estate planning options. From the traditional investments of CD's, stocks, bonds, mutual funds, exchange traded funds (ETF's), and fixed and variable annuities, to alternative investments like structured products, REITS, oil and gas partnerships, etc., our knowledge and availability of investment products give us an edge over the traditional brokerage firms. We have no proprietary fund and no preferred fund families. We invest your money based on what's best for you.