Privacy Policy
Effective Date: April 14th, 2026
Sheppard Real Estate LLC DBA Sheppard Financial Group (“Company,” “we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website https://sheppardfinancial.org and use our services.
1. Information We Collect
We may collect the following personal information:
Name
Email address
Phone number
Mailing address
Financial and billing information (processed securely via third-party providers)
We may also collect:
Browser and device information
Usage data
Information you provide through forms, surveys, or communications
2. Cookies and Tracking Technologies
We use cookies and similar tracking technologies to enhance your experience on our website. Cookies are small data files stored on your device that help us improve functionality and understand how users interact with our site.
We may use cookies and tracking tools to:
Remember your preferences and settings
Analyze website traffic and user behavior
Improve our services and user experience
We may also use third-party services such as analytics providers to help us understand website usage. These third parties may use cookies or similar technologies to collect information about your interaction with our website.
You can choose to disable cookies through your browser settings. However, doing so may affect the functionality of certain parts of our website.
3. How We Use Your Information
We use your information to:
Provide financial services and support
Communicate with you بشأن your account or services
Send important updates and notifications
Improve our website and services
Comply with legal obligations
4. SMS Communications and Consent
By providing your mobile phone number and opting in through our website or other consent methods, you give express written consent to receive SMS messages from Sheppard Financial Group.
These messages may include:
Account notifications
Appointment reminders
Financial service updates
Customer support communications
Message frequency may vary.
Message and data rates may apply
Consent is not a condition of purchase
You may opt out at any time by replying STOP
For help, reply HELP or contact us directly
5. Mobile Information Privacy
We do not sell, rent, or share your mobile number or SMS opt-in data with third parties, affiliates, or partners for marketing or promotional purposes.
Your information is used solely to provide our services and communicate with you.
6. Sharing of Information
We do not sell your personal information.
We may share information with:
Service providers who help operate our business
Payment processors (securely handling transactions)
Legal authorities when required by law
All third parties are required to maintain confidentiality and security.
7. Data Security
We implement industry-standard safeguards to protect your information. Payment data is processed through secure, compliant third-party providers. We do not store full credit card details on our servers.
8. Your Rights
You may:
Request access to your data
Request corrections or updates
Request deletion (where applicable)
Contact us to make any request.
9. Children’s Privacy
Our services are not intended for individuals under 18. We do not knowingly collect data from minors.
10. Changes to This Policy
We may update this Privacy Policy at any time. Updates will be posted on this page.
11. Contact Us
If you have any questions, contact us:
Email: [email protected]
Individuals identified as Sheppard Financial Group are affiliated with Primerica, Inc., and PFS Investments Inc. (a subsidiary of Primerica, Inc.) and offer financial products and services. Primerica representatives are independent contractors, not employees. Their earnings are based on the sale of products offered through Primerica and its affiliated companies as well as qualifying product referrals. Primerica representatives must be appropriately licensed to offer products or services through Primerica.
A Primerica representative’s ability to offer products and services is based on the licenses held by the individual, and the states in which the individual is registered. Not all representatives are authorized to sell all products and services. For additional information about a representative, including licenses and state registrations, please visit www.BrokerCheck.com.
PFS Investments Inc. (PFSI) offers brokerage and advisory services. Representatives do not have investment discretion over any client account or assets. For additional information about the products and services available from PFSI, including fees, expenses and the compensation received by PFSI and your representative, please review a copy of our Form CRS, Form ADV brochure and our informational brochure, Investing with Primerica, available from your representative and online at www.primerica.com/pfsidisclosures.
PFSI, 1 Primerica Parkway, Duluth, Georgia 30099-0001, registered broker-dealer and investment adviser, member of FINRA/SIPC. PFSI offers advisory services through and is the sponsor of the Primerica Advisors Lifetime Investment Program. Primerica Brokerage Services, Inc. (PBSI), member of FINRA/SIPC, is the provider of brokerage services for the Primerica Advisors Lifetime Investment Program. Representatives who offer advisory services are supervised persons of PFSI, and are not associated persons of PBSI. Primerica, Inc., PFSI and PBSI are affiliated companies.
The Lifetime Investment Program is an advisory program sponsored by PFSI under the name Primerica Advisors. For additional information about Primerica Advisors, please ask your representative for a copy of the Lifetime Investment Program Form ADV brochure. Mutual funds, annuities, 529 plans, 401(k) plans and asset managers referenced above are made available through contractual relationships between PFSI and the product providers.
Before investing, you should carefully consider your financial objectives, and the risks, charges, fees and expenses associated with any investments you are considering. This and other important information can be found in the prospectus and the summary prospectus, if available. Please review prospectuses, sales literature and other disclosures carefully before investing. Prospectuses are available from your Primerica representative.
Primerica representatives are not estate planners, or tax advisors. For related advice, individuals should consult an appropriately licensed professional.
This material is for informational purposes only and should not be considered investment advice or a recommendation to buy, sell or hold a security.
Investing entails risk including loss of principal. Past performance is no guarantee of future results.
Sheppard Financial Group | © 2026 | All Rights Reserved