Aprill Ergas Shepherd
The Sapphire Group, LLC
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $250,000
Minimum client income required: $100,000
Title: Owner
Offering advice since: 2001
Areas of focus:
- Annuities
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Insurance (risk management, disability insurance)
- Life Planning
- Portfolio Management
- Retirement Planning
- Securities
- Stocks and Bonds
Further information about Aprill Ergas Shepherd:
We provide comprehensive financial planning services and offer risk management (insurance) and investment services as well.
Compensation and Fee Structures:
fee based and/or transaction based
Licenses, Certifications & Affiliations:
Certified Financial Planner practitioner
Education:
Bachelor of Science in International Affairs, Georgia Institute of Technology
Master of Business Administration, Michigan State University
Will provide references upon request?
Yes
Contact Information for Aprill Ergas Shepherd
Phone: 859-629-6103
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Address for Aprill Ergas Shepherd:
710 East Main Street
Lexington, KY, 40502
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