Monthly Archives: March 2012

Shard Financial helps clients consider all options when planning for Social Security

Social Security planning requires more than just looking at your statement and picking the age at which you plan to start drawing your income. Whether you are divorced, married or widowed, there are a variety of options to consider.

Married couples often aren’t aware of the different strategies that exist. By utilizing your spousal benefits, you can choose different strategies in order to maximize your income benefits.

If you are divorced or widowed, you often are entitled to your divorced or deceased spouse’s benefits.

At Shard Financial, we are well versed in Social Security planning options. We help our clients make good decisions about their Social Security, so they can maximize their benefits. In fact, we believe that this is a key component of your retirement income planning and this is just one way that we separate ourselves from our competition.

Call today to schedule an appointment for a free consultation.

CycleFit of Fenton donating 10 percent of sales April 27-28 to food bank program in honor of Shard Financial fundraiser

FENTON, Michigan – This year’s Shard Financial Services, Inc. Women, Wine, Fashion & Finance Fundraiser was truly an inspirational night. More than $18,000 was raised for the Food Bank of Eastern Michigan’s BackPack Program on March 8, and we’re not done yet!

Our friends at CycleFit & Snow Sports have found a way to keep the charitable giving rolling. The store, at 1006 N. Leroy St. in Fenton, will donate 10 percent of proceeds from sales on April 27-28 to the BackPack Program, in honor of our fundraiser. So be sure to visit CycleFit on those dates to fulfill all of your cycling or other sports equipment needs!

 

Securities offered through LPL Financial Member FINRA/SIPC

Margie Shard, CFP®, President & Wealth Advisor at Shard Financial Services, Inc. in Fenton, Michigan, poses with 2012 Woman of Advancement scholarship recipient Sylvia Hartsfield of Flint (left). The $1,000 scholarship will help Hartsfield toward her goal of graduating from the University of Michigan-Flint.

Shard Financial Services, Inc. announces 2012 Woman of Advancement Scholarship recipient

Margie Shard, CFP®, President & Wealth Advisor at Shard Financial Services, Inc. in Fenton, Michigan, poses with 2012 Woman of Advancement scholarship recipient Sylvia Hartsfield of Flint (left). The $1,000 scholarship will help Hartsfield toward her goal of graduating from the University of Michigan-Flint.

The first-ever Shard Financial Services, Inc. Woman of Advancement Scholarship was awarded on March 8 during the company’s Women, Wine, Fashion & Finance Fundraiser to benefit the Food Bank of Eastern Michigan.

Margie Shard, CFP®, President & Wealth Advisor at Shard Financial Services Inc., said she has always had a passion for helping women advance in their careers, and the $1,000 scholarship was an extension of that goal. The scholarship will continue to be awarded annually at the Women, Wine, Fashion & Finance Fundraiser.

Recipient Sylvia Hartsfield of Flint earned her Associates Degree in Applied Science from Mott Community College in 1983 and is currently on the Dean’s List and working toward her Bachelor of Science in Computer Information Systems at the University of Michigan-Flint. She expects to graduate in May 2014.

In her essay, Hartsfield described her desire to graduate and be a “beacon of light” for the many women who, like herself, have faced obstacles. She has aspirations of using her passion for computer science to put herself in a position to serve others. And she says, enthusiastically, “I see no boundaries to keep me from reaching my goal.”

The Shard Financial Women of Advancement Scholarship is $1,000 scholarship that will be awarded annually to a woman who is looking to advance her professional career. Scholarship candidates should have a minimum of five years in the workforce and be going to school for either their Bachelor’s Degree or higher at an accredited college or university. Applicants do not have to be a client of Shard Financial Services, Inc.