Financial Management
and Services
OUR SERVICES
With 22 years of experience, we provide personalized advice and guidance tailored to your unique financial goals. Every recommendation is made with your best interests in mind, ensuring you have a clear path to financial success. We offer a complimentary financial plan in a no-pressure environment, so you can walk away with confidence, knowing your future is in good hands.
Life Insurance
We have insurance for cell phones, homes and cars. However, the most important insurance is the one that protects your income. This income protection helps alleviate the financial stress after losing a loved one. It’s also the bridge or protection until your investments and savings grow to the point of financial security.
Figuring out how much income protection is needed and having the right kind of insurance can be confusing. We can help.
Financial Plans
To achieve your financial goals you need a plan. All of the pieces of your financial life need to work together in order to reach the success you desire. We use cutting-edge digital tools that work like a GPS, but it’s for your money.
We provide a complementary and simple-to-follow plan for each client so you can worry less about money and enjoy your life more.
Retirement Plans
The road to retirement is full of questions but we are here to help you navigate the path with you.
Whether retirement is long away or seemingly just around the corner, it’s never too soon (or too late) to put a plan in place to begin saving. Let us talk you through available options.
WHERE TO START
We are here to help you put together a customized financial plan for your financial future and goals.
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.
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