Our Mission Statement

Shepard Financial Services,  Mission Statement


We believe that the accuracy and the timeliness of our

service is of utmost importance, and that your

perception of that service is central to our continued

growth and success.

"Times Change, Values Endure..."

1. Your interest must always come first.

2. We must remain worthy of your trust.

3. We must honor and respect the trust

the companies place in us.

4. We must always advise and serve to the best

of our ability.

5. We shall always abide by the letter and spirit of

the laws and regulations.