Company Information

Get to know Life After Grief Financial Planning

Life After Grief Financial Planning provides comprehensive financial planning and wealth management services tailored specifically to individuals navigating the financial complexities following the loss of a spouse. Founded by Amy L. Shepard, a Certified Financial Planner (CFP®) and Certified Financial Transitionist® (CeFT®), the firm's mission is to offer a compassionate and specialized approach, helping clients organize their finances, make sound decisions, and build a secure future during a difficult life transition. The firm operates as a division of Shepard Financial Planning, Inc., a registered investment adviser.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Life After Grief Financial Planning

United States

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

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DFSA

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.