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About Us

Our goal is to know our clients' goals and needs first, and then to provide them with the knowledge and guidance suited to their particular situation. We help our clients consider the consequences of the numerous choices available to them, and seek to guide them in making good decisions that complement their goals and dreams. We believe our guidance gives clients a greater chance of reaching their goals because we help them do what is emotionally uncomfortable but financially productive.

We focus on continuing education for our clients because we want our clients to engage in their financial wellbeing.  Also, we want our clients to be well informed, prepared, and confident when facing important decisions.  Lastly, we want our clients to have fun; this is why our Educational Meetings include topics like travel.

We provide a high level of service to our clients and communicate often through phone calls, personal letters, e-mails, and newsletters.  We understand that in order to maintain lasting, long-term relationships, we must respond promptly when clients contact us with questions or concerns.
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Magay Shepard is Proud to Be

Named to Forbes' 2023 America's Top Women Wealth Advisors Best-in-State

For more than 35 years, Magay has weathered the most turbulent markets, navigated an evolving landscape, and focused on creating a long-term financial vision for hundreds of folks moving into retirement. It is no surprise that she continues to receive accolades, including once again being named to Forbes’ America's Top Women Wealth Advisors Best-in-State list.

Forbes’ America’s Top Women Wealth Advisors Best-in-State, February 2, 2023, based on the 12-month period ending September 30 of the year prior to publication, are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology.  Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking.  The ranking may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance.  Investment performance is not a criterion for selection.  Forbes is a registered trademark of Forbes, Inc.  All rights reserved.  For more information on the selection methodology, see
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