Shepherd Financial Group

Who's on your financial planning team?

You deserve a team effort when it comes to financial planning.

We work to bring clarity to your financial life, and help you organize your finances to help you achieve the financial independence you want - a retirement that gives you a chance to have fun, lend a hand and live purposefully.

We create a team environment in which you are the CEO of your finances.  We will coordinate your financial plan with your attorney and accountant and make sure that your resources last your lifetime.  Our goal is to simplify your financial life and help you toward reaching your financial goals.



Current clients can access your personalized website, including balances of investment accounts that we manage on your behalf as well as your other accounts by clicking here.