Your financial future is our priority.

Offering client-focused financial advice and planning since 2003.

Check out this video and get to know more about us and why we are dedicated to helping families reach financial freedom.

Ben and Samantha Sheppard - Owners, Sheppard Financial Group

Money affects every area of life…

marriage, kids, careers, and even how we feel about ourselves. The biggest enemy is confusion. When you don’t know where you’re going, it creates unnecessary worry or stress.

When you have a clear financial plan, you stop struggling with…

  • Fear about your financial future

  • Arguments over money

  • Debt

  • Little or no savings

Benefits of having a clear financial plan…

  • Free of financial worry

  • Better family relationships

  • Less debt and more savings

  • More productive

When you are excited about your future, you live more confident today!

How to create a clear financial path to your financial freedom

1- Schedule a call. Let us get to know you and where you want to go with your finances.

2- Create a plan. We will create a specific plan to accomplish your. goals and the steps to get you there.

3- Implement these steps and begin your clear path to financial freedom. Walk stress-free towards the financial life you desire.

You want to be financially free. You want a solid plan in place and know that your goals will happen. You don’t want to stress about money every month or worry if you’re doing enough for retirement.

The problem is that there is either not enough money coming in or there is too much money going out. You also wonder if your money is going to the right places. This pattern makes you feel frustrated and curious if you’ll ever accomplish the goals you have for you and your family.

We are here to help you change the narrative and ensure your goals become a reality.