Shepard Financial Services is a financial planning and investment advisory firm dedicated to helping individuals and families achieve their financial goals. Our team of experienced professionals provides personalized guidance and education to help clients make informed decisions about their financial futures. We offer a range of services, including retirement planning, investment management, estate planning, and insurance and tax planning, tailored to meet the unique needs of each client. Whether you're a university employee or simply looking for financial peace of mind, we're here to help you reach your goals and focus on what matters most.
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