3 Greenville Street,
Bridging the Confidence Gap
When Markets React
It May Be Time for a Financial Checkup
LPL Financial offers securities, advisory services and certain insurance products. Shepard Financial Services, Shepard Financial, Inc. and LPL are independent companies.
J. Neal Shepard holds licenses for both Life and Health Insurance. His Series 6 and 63 securities registrations are held through LPL Financial. He is currently registered in the state(s) of Alabama, and Georgia.
For residents of other states, proper licenses and registrations must be obtained by J. Neal Shepard , before proceeding further. No parts of this communication should be construed as an offer to sell any security or provide investment advice or recommendations. Securities will fluctuate in value and are subject to investment risks including possible loss of principal amount invested.
Our first priority is to take care of you and your family at every stage of life. Shepard Financial Services wants to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.
Shepard Financial Services understands that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meet your financial goals and objectives.
"The investor of today does not profit from yesterday's growth."
- Warren Buffet
Our professionals are ready to evaluate and support all your potential investments.
Years of experience have prepared Shepard Financial Services to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.