Insurance, Wealth Management, Benefits and
Consulting for Businesses

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.

<strong>We Work For You</strong>

We Work For You

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.

<strong>What Does Your Retirement Look Like?</strong>

What Does Your Retirement Look Like?

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.

Words of Wisdom

"The investor of today does not profit from yesterday's growth."

- Warren Buffet

Meet the Team

Our Team

Our Team

Our professionals are ready to evaluate and support all your potential investments.

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About Us

About Us

Years of experience have prepared Shepard Financial Services to guide you through life's transitions.

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Our Philosophy

Our Philosophy

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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