	Welcome to Shepard & Associates, Inc. SHEPARD & ASSOCIATES, Inc. was founded in 1992 and operates as an independent Registered Investment Advisor. Shepard & Associates provides professional , objective, investment management and financial planning services to individuals, businesses, and qualified plans. This mission is accomplished by providing our clients an independent analysis of their current financial situation and a customized solution that works today and into the future. The principals of Shepard & Associates have extensive experience in all areas of financial consulting. We have experienced growth by conducting our business in a thoroughly professional manner while maintaining our integrity. Our extensive knowledge of financial planning assures that a wide range of techniques and strategies will be considered for your financial plan. We have maintained long-term relationships because we have effectively dealt with and solved problems for our clients. Our educational credentials include such designations as Certified Financial PlannerTM and Certified Public AccountantTM.

*** Notice of Disclosure ***

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. S&A Financial Services, Inc., (Registered Investment Adviser), Cambridge Investment Research, Inc. (Registered Broker/Dealer), or an agent of either may only transact business in a state if first registered, excluded, or exempted from state broker-dealer, investment adviser, broker-dealer agent or Investment Adviser agent registration requirements; follow-up and/or individualized responses to persons in a state by any of the above that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation will not be made absent compliance with state broker-dealer, investment adviser, broker-dealer agent or investment adviser agent registration requirements, or an applicable exemption or exclusion.
Investment Advisory Services offered through IAR’s of S&A Financial Services, Inc. a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, to residents of: Kansas, Missouri, and Arkansas. Cambridge and S&A Financial Services, Inc. are not affiliated.

S & A Financial Services, Inc.
8655 College Blvd.
Overland Park, KS 66210-1835
Phone: (913) 362-2712 | Fax: (913) 362-2799 | Toll Free: 800-758-6098
Email your questions to amy@shepard-saa.com