Terms of Service
Effective Date: April 14th, 2026
These Terms of Service (“Terms”) govern your use of the website https://sheppardfinancial.org and services provided by Sheppard Real Estate LLC DBA Sheppard Financial Group (“Company,” “we,” “our,” or “us”).
By using our website or services, you agree to these Terms.
1. Use of Services
You agree to use our website and services only for lawful purposes. You must not misuse, interfere with, or attempt to gain unauthorized access to our systems.
You must be at least 18 years old to use our services.
2. Services Disclaimer
Sheppard Financial Group provides financial-related services. Any information provided on our website or via communication channels is for informational purposes only and does not constitute financial, legal, or tax advice.
You should consult a qualified professional for advice specific to your situation.
3. User Information
You agree to provide accurate and complete information when using our services. You are responsible for maintaining the confidentiality of your information.
4. Payments
All payments are processed securely through third-party providers. We do not store full credit card details on our servers.
5. SMS Communications
By providing your mobile number and opting in through our website or other methods, you provide 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 assistance, reply HELP or contact us
Carrier Liability Disclaimer
Carriers are not liable for delayed or undelivered messages.
6. Opt-Out Instructions
You can opt out of SMS communications at any time by replying STOP to any message. After opting out, you will receive a confirmation and no further messages will be sent.
For support, reply HELP or contact:
Email: [email protected]
7. Intellectual Property
All content on this website is the property of Sheppard Financial Group and may not be copied, reproduced, or distributed without permission.
8. Limitation of Liability
We are not liable for any indirect, incidental, or consequential damages resulting from your use of our services.
9. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for their content or practices.
10. Changes to Terms
We may update these Terms at any time. Continued use of our services constitutes acceptance of the updated Terms.
11. Governing Law
These Terms are governed by the laws of the United States.
12. Contact Information
For questions regarding these Terms, contact:
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