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May 2022 by David King
Mike has provided my family a game plan for a successful retirement. He is very detailed in his planning and is proactively looking for ways to improve my retirement plan. Mike is a trusted partner for me in all major financial decisions and the best financial decision I have made in my life is working with Mike Sheppard.
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May 2022 by Andrew Kraig
Our business needed help and expertise in setting up retirement accounts for our employees, and that's when Michael Shepard stepped up to the plate, and answered all of our questions in a way that other financial advisors could not do. Michael is extremely personable and very easy to work with. If I could give more than five stars I certainly would.
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September 2020 by Douglas Niemeyer
Mike Sheppard is very sharp! He's very dedicated to his clients, and stays informed, and on top of his clients investments. He knows when to move your stock portfolio to bonds when a down turn in the stock market is about to happen. He knows the best IRA's to roll your current investments into to maximize your tax breaks. Mike stays on top of all the stable start up companies so that you can buy your stocks for cheap before the value of that stock increases. Mike knows of all the best, and most stable stocks that pay the higher dividends to maximize ones growth, and how to reinvest those dividends so that your portfolio grows much faster than if you just put your money in a mutual fund. Mike is constantly reviewing and learning about emerging markets, and over seas companies that are expected to grow. Mike is a straight up forward, and no B.S. kind of guy. Mike Sheppard comes highly recommended.
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September 2019 by Douglas N.
Mike Sheppard is a GREAT financial advisor! He's making it possible for my wife and I to retire in 20 years. Mike is very passionate about his clients. He's very knowledgeable about investments, and tax deductible retirement account. He knows when it benefits to roll over current retirement accounts into either a traditional or Roth IRA. Mike knows all of his tools that Edward Jones provides to him to know what stocks one should sell, or buy, and when to buy it. He understands all the graphs, and he enjoys explaining everything to you. I feel so comfortable with Mike Managing my money. Mike understands how to use dividend paying stocks to increase the growth rate of your portfolio. Mike knows how to use those dividends to reinvest into your portfolio. Mike showed me what to expect at retirement with no B.S. or embellishments. My name is Douglas Niemeyer and Mike Sheppard comes highly recommended.
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September 2019 by Edward Sullivan
Mike is a very knowledgeable Financial Advisor. Mike keeps me nformed of my account status and is always sharing ideas on how to improve. I also get quite a lot of insight from his newsletter delivered to my email. I highly recommend Mike Sheppard
