Testimonials

“I have been working with Tom for approximately 7 to 8 years, through those years we have seen many tumultuous times in the markets. Tom has been a calming force to help me navigate the uncertainties and uncomfortable moments. He understands my financial “nature“ and has been instrumental in not just forging my path to a very comfortable retirement, but also reassuring me that the foundation of my retirement is sound such that I should be enjoying the fruits of my labor quite comfortably, while still being able to provide a legacy to my heirs.” – David A. 

“Tom has helped us turn stock options and other company benefits into real investments that support our goals today, not just in retirement. I appreciate that he meets you where you want to be met and never makes you feel unsure about your decisions. He guides you with clarity and respect, helping you build a plan that actually feels attainable. I have never felt as confident about my financial future as I do now that we have partnered with Tom and his team at Shepard Financial.” – Casey E.

“When my husband passed away. Tom was incredibly kind and compassionate. He helped me navigate the necessary paperwork seamlessly. Everything was taken care of so I wouldn't have to worry about any of the financial details. That was a tremendous relief. I have recommended him and Shepard Financial to my friends and other family members. Tom is extremely knowledgeable and always explains things so I can understand them. He helps put things into perspective. He has helped create a portfolio for me that I can trust and feel confident in during these difficult times. Retirement is much different than I had anticipated. But I've been able to regroup and make adjustments along the way. I can travel, visit my grandkids and enjoy my new life comfortably. Tom is a huge asset and the key driver of my financial success. I consider him a dear friend.” – Kay M.

A couple years ago, my employer decided to dissolve the current pension plan by paying it out, but I had to pick an option. A co-worker had used Tom at Shepard Financial, and got great advice. I’m so happy that I went to see Tom. He went to work right away to give me amazing options that I understood. When I retired, I moved my 401k money to Shepard Financial as well, and seeing such great results. The way Tom presents current and future options is thorough, understandable, and exciting. Thank you, Tom Shepard! – Leona H.