Randy Sheffield

Background

About Randy Sheffield

My team and I focus on the areas of investment strategies and unique tax and estate planning strategies for professionals, high net worth and ultra-high net worth individuals and their families. The foundation of my business is based on establishing successful relationships and exceptional client service. With a practice comprised predominantly of high net worth families, I have a concentrated focus on this exclusive group that allows me and my team to have an unparalleled understanding of the investment, tax, and risk management strategies required to create a successful wealth plan for each client. Tax planning and tax minimization are key components of the financial plan for many clients. As part of an integrated and comprehensive wealth plan, we explore strategies to create a unique and successful wealth program tailored to each client. I take a truly unique approach to wealth management—one that could prove extremely beneficial to you. Respectfully, Randy Sheffield Division Director Investors Group Financial Services Inc.