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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