Services

Experience True Financial Happiness

Shard Financial Services, Inc. is headquartered in Fenton, Michigan, but we serve clients in several states. We serve both the individual and corporate side.

Our team attends workshops and conferences throughout the year to ensure that we are staying educated about changes in the economic environment as well as new investment opportunities for our clients.

Our clients on the corporate side are looking for service, advice, and help with protection on their company retirement plans whether it be their 401k, pension, or executive benefit plans. They typically have between 10 – 100 employees and are looking to increase their service level while not paying exuberant fees.

Wealth Planning

Our team are specialists at being able to see where you are today and create a long term sustainable plan that we can help you implement. By regularly monitoring your plan and investments we can help you implement new changes when needed, since life changing events are sure to occur throughout your life.

Portfolio Management

Our experience involves portfolio management in both bull and bear markets. Our team attends workshops and conferences throughout the year to ensure that we are staying educated about changes in the economic environment as well as new investments opportunities for our clients. We believe in investments that can help protect our client’s future and current income as well as help reduce losses in down markets. Since we are independent wealth advisors, we aren’t limited in investment products or biased in the investments we recommend.

Risk Management

We at Shard Financial Services, Inc. know that life changing events will occur. We believe in the protection of the clients we serve and their families. Our risk assessment will incorporate a review of your life, long term, and disability insurance needs. We will also assess the financial security of the current insurance company you are with and evaluate whether the price you are currently paying is in line with current market prices.

Estate Planning

The only thing certain in life is death and taxes. Proper planning will ensure that your money either passes to your family, charities, or the IRS.  Planning discussions with our clients will reveal what their wishes are as to who they want to pass their wealth onto so we can help them maximize the wealth they pass on in the most tax efficient manner.