Shad Connor

CFP®, CLU®, RICP®

Wealth Advisor

State(s) Licensed: AZ, CA Insurance Lic. #0F22724, CO, FL, GA, ID, IL, MD, MN, MO, NC, ND, NE, NH, NV, OR, SD, TX, WA, WI

Phone: (701) 478-7141

Address:

3441 45th St S
Fargo, ND 58104

Schedule an Appointment

State(s) Licensed: AZ, CA Insurance Lic. #0F22724, CO, FL, GA, ID, IL, MD, MN, MO, NC, ND, NE, NH, NV, OR, SD, TX, WA, WI

Blueprint to better prepare for retirement 8 steps to consider long before you retire.

Retirement is one of the biggest life decisions you’ll ever make.

And it comes with plenty of questions. The first is the most obvious: when do I want to retire? But that’s quickly followed with: How much money do I need?

While many say the ideal time to start visualizing and firming up your retirement strategy is five to 10 years ahead of when you want to retire, it’s actually a lot earlier than that.

https://www.thrivent.com/magazine/2021/spring/Blueprint_to_Better_Retirement.html

Meet Sherpa Financial Consultants

Why Sherpa? The Sherpa’s job is not to get you to the top of the mountain, but to make sure you get back down safely. We’re here to guide you along your financial journey.

As financial professionals we can assist you thru every step of your financial journey to thrive with purpose. We have experience and expertise to guide you thru multi-generational matters of Wealth Management, Retirement Income Planning, Investment Advice, and utilizing Insurance as a tool. We work with you to provide comprehensive, financial guidance that reflects your unique goals and values.

We create a fusion of finance and faith to help you be wise with money, and inspire generosity in the Fargo, Moorhead, West Fargo area. Through a variety of member benefit programs like Thrivent Action teams, our members can work with us to give back to our community!

Let's put your plans in motion

Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.

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Location

Sherpa Financial Office - Fargo

Sherpa Financial Office - Fargo

Phone:: (701) 478-7141
Fax:: (701) 356-1704

Hours

M – F: 9 a.m. – 5 p.m.

Address

3441 45th St S
Fargo, ND 58104