Experience life
the way you’ve
always imagined

S&A Financial Services provides specialized wealth management and financial strategies for higher education professionals, medical practitioners, and TIAA retirement participants.

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Simplifying Financial Strategies

At S&A Financial Services, we believe that informed investors make more confident decisions. We combine traditional wealth management with a modern, educational approach through our dedicated podcast and video content. Our team focuses on creating strategies that align with the specific complexities of your profession and your long-term objectives. We aim to serve as a constant resource, helping you navigate the nuances of your financial life with clarity and integrity.

Higher Education

We understand the unique retirement structures and career trajectories within academia, helping faculty and staff optimize their benefits.

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Medical Professsionals

From residency to retirement, we provide strategies designed to address the specific financial pressures and opportunities faced by those in the healthcare industry.

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Explore Our Video Insights

We believe that informed investors make more confident decisions. That’s why we’ve created a dedicated YouTube channel hosted by Greg Shepard, where we break down complex financial topics into clear, actionable insights. Whether you are curious about TIAA retirement strategies, tax mitigation, or the latest market trends, our videos provide a modern way to stay informed on your own schedule.

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The S&A Financial Podcast

Take our financial expertise with you wherever you go. Our podcast, led by Greg Shepard, is designed specifically for higher education and medical professionals who want to dive deeper into the nuances of wealth management. We move beyond the jargon to discuss the real-world challenges of planning for retirement and building a lasting legacy. Subscribe today to join a community of listeners dedicated to mastering their financial futures through professional, no-fluff guidance.

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Connect & Discover

We start with a brief conversation to learn about your goals and determine if our services are a good fit for your needs.

Plan & Grow

Our team reviews your financial landscape and builds a tailored strategy designed to match your specific professional profile.

Monitor & Enjoy

We implement your plan and provide continuous monitoring and educational updates to help you stay on track as your life evolves.

More than just a client to us.
You are our partner

S&A Financial Services is a mission-driven firm dedicated to providing sophisticated financial guidance. Led by Greg Shepard, we prioritize transparency and education, ensuring our clients have access to the knowledge they need through our various media resources. We are honored to serve the professionals who dedicate their lives to education and healthcare.

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Resources For Your Growth

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz