Who We Are?
Shepherd Financial Solutions (SFS), A TMG Company, is a team of professionals who share a passion for helping clients achieve their financial goals. We believe that owning your own business and building your personal dreams are among the most important freedoms we have.
Since our founding in 1999, we've assisted over 10,000 companies in building over $5 billion in direct financial wealth. Through our network of Independent Sales Agencies, we offer practical solutions to the issues and challenges business owners nationwide encounter on their path to business and personal freedom.
Our Team
Our team boasts over 100 years of combined experience
in helping business owners realize and achieve their financial goals.
Our Approach
At Shepherd Financial Solutions, we believe the foundation for the success of our clients is based on the following 3 steps:
Building Wealth
Solutions to build your core business
Growing Wealth
Solutions to growth the wealth of your business provides
Preserving Wealth
Solutions to preserve the wealth for your future.
Tax Solutions
ERTC
We deliver exceptional value through a wide range of features meticulously crafted by our team to provide every customer with the best possible experience. Explore the main features today.
SETC
We are committed to delivering the highest level of support to our customers and we work tirelessly to maintain our rigorous standards of quality and excellence. Customer service is the cornerstone of our operations, ensuring your satisfaction at every step.
R&D Credits
In today’s globalized world, you likely interact with people from multiple countries. Our multilingual functionality empowers you to expand your reach and connect effectively.
Tax Advantage Wellness Plans
We continuously enhance and improve our offerings and expand our technological capabilities. Our dedicated team of experts is passionate about pioneering the most advanced technology on the market. Ready to experience the future? Contact us today.
Wealth Management Solutions
SFS provides Wealth Management solutions through its sister company, Lumina Wealth Management (a TMG Company). Lumina Wealth Management seeks to support, guide, and bring solutions to business owners from a holistic perspective with regard to personal and professional financial planning and wealth management. This is accomplished through the following services and solutions:
Lumina Consulting Group
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Personal Financial Planning
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Business Retirement Plan Review
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Business Retirement Plan setup
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Tax planning
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Portfolio review
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Investment review
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Legacy/Estate planning
Lumina Investment Group
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Business Valuations
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Succession Planning
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Exit Planning
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Growth Acceleration
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Risk Assessment
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Leadership Consulting
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Tax Services
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M&A Support
