2909 Landmark Pl, Suite 110, Madison, WI 53713

(608) 234 5734
Secure Login
Shepherd Financial Advisors  Home
Shepherd Financial Advisors  Home
  • Home
  • About Us 
    • Meet the Team
    • Our Mission
    • Why "Shepherd?"
    • Our Philosophy
  • Services 
    • Real Estate Planning
    • Medicaid Asset Protection
    • Financial Independence, Retire Early
    • Our Process
    • Services Offered
    • Next Steps
  • FAQ
  • Resources 
    • Our Key Resources
    • Financial Concepts
    • Videos and Calculators
  • Events 
    • Past Events
    • Event Survey
  • Shepherd's Blog
  • Book an Appointment
Secure Login

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Have A Question About This Topic?

Thank you! Oops!

Related Content

The Anatomy of an Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Buying Auto Insurance For Teen Drivers

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

An Overview of Renter’s Insurance

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Contact

contact@shepherdfa.com

Office: (608) 234 5734

Fax: (608) 234 5727

2909 Landmark Place

Suite 110

Madison, WI 53713

Madison Office

2909 Landmark Pl

Suite 110

Madison, WI 53713

Fax: (608) 234 5727

Milwaukee Office

200 S Executive Dr

Suite 101

Brookfield, WI 53005

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Address: 2909 Landmark Pl, Suite 100, Madison, WI 53713 T: (608) 234-5734

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA /SIPC. 

Financial Professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information on this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.