Shepard Financial, Inc.

09/04/2025

It’s healthy Insurance Renewal Season again!

Are you a business owner?

Are you searching for options that are more affordable or improve the suite of benefits you offer your team?

We are a full service group benefits Brokerage and we would love to serve you and your team.

Message or comment below to get a free consultation and take the next step in finding your perfect solutions.

Call Jay at 770-251-2909

01/03/2025

We hope everyone had a great holiday season!

Start 2025 off right by reviewing your life coverage and setting your children up for a lifetime of success with a 7702 plan.

Give us a call if you want to learn how to use a tax sheltered program, also called a 7702 plan, today!

770-251-2909

10/16/2024

It’s that time of year again!

Are you a business owner who need benefits for your team?

Do you have a current plan that you need to bring the costs down?

Have a more comprehensive plan design?

Get tax advantaged?

Need custom solutions and want to save money?!

We work with businesses from 5 employees to over 1000!

Give Jay Shepard a call at 770-251-2909 to have a discussion as to what options are out there for your team!

03/15/2023

Are you interested in financial literacy?!

Do you want to learn about some concepts and solutions that are able to be scaled to fit nearly anyone’s plan?!

Comment below: “Message Me!” And we will set up a complimentary call, zoom or discussion to help you gain understanding of 7702 planning and how to get a better tax strategy.

09/28/2022

We L❤VE Local and We L❤VE Our Big Expo Sponsors!

Shout out to these businesses who are sponsoring our We LOVE Local Business Expo on October 19th. 👏 But wait! Your business could be included, too. Sign up TODAY for one of our many sponsorship levels and see your logo on all of our upcoming digital collateral!

Thank you, Synovus, WOW Internet, Cable & Phone, Shepard Financial, Inc., and Truist! To learn more about sponsorship opportunities, visit bit.ly/ChamberExpo22

08/22/2022

We had a blast with the Newnan Chamber!

03/01/2022

Looking forward to this wonderful event! Anthony Johnson we got to get those lines ready!! 👍🏻

We have some AMAZING sponsors again this year! We appreciate every one of you!
We are so excited about our tournament next Saturday!

07/01/2021

Our team at Shepard Financial want to wish everyone a safe and happy 4th of July!
Our office will be closed on July 5th.

04/13/2021

Such an awesome event!!!!