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Our Key Resources

Elder Advisors Law

Elder Advisors Law

"As Leaders in Estate Planning and Elder Law, we are passionate about helping families protect their hard-earned assets from the government, nursing homes, and lawsuits."
Elder Advisors Law
Ryan Vande Berg, CPA

Ryan Vande Berg, CPA

"I have been an accountant in public and private industry for over 25 years.  I have dealt with taxes and bookkeeping in a variety of different businesses."

The Bald CPA
Richards Insurance Agency

Richards Insurance Agency

"We are Independent Agents in Richland Center, Wisconsin, free to choose the best carrier for your insurance needs. We do not work for an insurance company; we work for you." 

Richards Insurance
Alisa Woerner, Mortgage Professional

Alisa Woerner, Mortgage Professional

"Over Three Decades of Residential Lending Experience

Since 1988, we've been serving communities nationwide with honesty, expertise, and a personal touch."

Alisa Woerner
Heather Brown, The Insurance Shopper

Heather Brown, The Insurance Shopper

Heather is able to compare quotes for over 60 different types of insurance coverage from over 20 companies. Your one stop shop for making sure you have the right coverage for the right price. 

The Insurance Shopper
Thomas Tully, Medicare Agent

Thomas Tully, Medicare Agent

Licensed Sales Agent for UnitedHealthcare Medicare Plans

UnitedHealthcare
Carter Budenz, Healthcare Solutions Team

Carter Budenz, Healthcare Solutions Team

Carter works with lots of health insurance companies to find the right plan to fit your needs. Specializing in small business and self employed individuals health insurance.

Carter's LinkedIn
Brenda R. Haskins, JD. Elder Law

Brenda R. Haskins, JD. Elder Law

"Haskins Short & Brindley LLC specializes in providing professional and compassionate legal services to clients across a range of Elder Law and Estate Planning specialized practice areas."

HSB Elder Law
Joshua Holt, Holt Real Estate Team

Joshua Holt, Holt Real Estate Team

"Our mission is to provide relevant information to keep you up to date on our local real estate market and help you make the most informed decisions when it comes to buying and selling real estate."

Holt Real Estate Team

None of the listed Key Resources are affiliated with NEXT Financial Group, Inc. and are not sponsored or endorsed by NEXT Financial Group, Inc. These Key Resources are provided as a courtesy. Neither Sheperd Financial Advisors or NEXT Financial Group, Inc. endorse or assume any responsibility for the accuracy or appropriateness of the information received from the Key Resources.

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Trust. Honesty. Integrity. We believe vaLet's look at your current investments in a great tool for analyzing past performance and risk reward relationship.lues matter, and we live by ours every day.

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Portfolio management that takes your whole plan into account. 

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