Retirement Center for Life Planning, LLC330-499-6231
CLOSED NOW - Closed
CLOSED NOW - Closed
6239 Frank Ave NW, North Canton, OH 44720
6239 Frank Ave NW, North Canton, OH 44720
EmailIRA 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
More Business Info
Smart Solutions for Life's Next Chapter Visit IRA Retirement Guide, Lynn Shepherd Manage Risk - Protect Assets - Create Lasting Income
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - Extra Phones
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