An Independent Financial Advising and Planning Firm.

Shepherd is not a name. Shepherd is a verb and encompasses what we do, who we are, and how we treat our clients. It’s about guiding and protecting. Guiding our clients to good places where they can flourish and protecting them along the journey. Helping to ensure they do not get lost or off track. We want to protect, love, and care for our clients.

Our desire is to make great financial guidance available to everyone.

We bring world class education, investment strategies, and technology to mainstream American families and individuals. Our independence gives us the ability to be sure we are looking at all possible solutions for our clients. The holistic planning method we use makes sure we take every aspect of your life into consideration when making adjustments and decisions. 

One-size-fits-all financial planning? Not here.

Your goals are our goals. Regardless of your age or background, we believe people can live better lives with smart financial education and investment management. We work closely with clients to match strategy to individual needs for every walk of life.

Start with our complimentary Financial Wellness Check

We start with your vision and values, then being to analyze your current tax, financial, and investment strategies. We also cover any dangers that might derail your plan, as well as legacy planning to make sure your money goes to who you want it to. This is a comprehensive process that allows you to decide if you want to continue working with us, and we get to add value and see if you would be a good fit for our firm to serve. 

Schedule a call, video or in person meeting on our website.

Founded in 1989 Milwaukee’s largest and most reliable drain cleaning company currently employing 15 people and 11 trucks providing 24/7 service to the Milwaukee Metro Area.
ABC Sewer uses the latest, state-of-the-art equipment including powerful augers, snakes and video inspection cameras to provide the entire Milwaukee area with emergency sewer and drain cleaning services. We offer 24/7 service for emergencies.

We have special rates for Landlords!

 Your Investment. Our Priority.
Berkshire Hathaway HomeServices Metro Realty is now delivering full service property management services with hundreds of properties under management. We see many owners who initially want to manage their own properties – until they experience the complexity and better understand the potential liability. That is why we specialize in Fully Managed Residential and Commercial Property Management Services with the utmost integrity. Whether it is a property purchased with investment in mind, a house you plan to lease until a buyer is
found, a commercial property that needs our special care-taking services to manage, or the dream home you plan to return to... you can rely on our experienced professionals to simplify the complexities of managing rental property. We have the systems, resources, and experience to make this complex process simple for our owners. You can focus on other priorities while we manage your property investments.

3 Quick Tips: How can the average REIA member benefit from your service? 

• Property Management – Turn Key 
• Full Service Maintenance - Service calls / Rehabs / Turns / Exteriors 
• Full Service Real Estate Broker

• 8% Monthly Pm Rate – Discounted from 10% 
• $200 off Leasing / Tenant Placement 
• Full Service Maintenance - Service calls / Rehabs / Turns / Exteriors – Investor Rates 
• Free Real Estate Advice 24/7

 Connect with the Best!
Best Electric Service, Inc. specializes in both residential and commercial electrical work. Our electricians are well trained and experienced to handle all of your electrical needs. You can rest assured that we only send the most qualified personnel to your home or business. 

Best Electric Service, Inc. is proud to serve the Metro Milwaukee Area. Our corporate culture consists of the highest levels of honesty and integrity. Our helpful office staff and friendly, skilled electricians provide you with the very best quality service at fair prices. We value having our electricians participate in continuing education classes. All of our electricians are covered by liability insurance and are character screened. For your protection, our technicians drive vehicles that have our name on them. 

 Floor & Decor is a leading specialty retailer in the hard surface flooring market, offering the broadest in-stock selection of tile, wood, stone, related tools and flooring accessories - at everyday low prices. Homeowners and professional contractors have access to superstore selection at warehouse prices with showroom quality.
Extensive selection of in-stock product allows customers to get what they need when they need it. Floor & Decor sources directly from manufacturers or quarries worldwide, their top quality products are priced below those of their competitors.

Install Carpet LLC is a residential and commercial general contractor for both renovations and new construction. We are a Milwaukee based company and fully insured serving MKE and the surrounding areas.

Need Carpet? Flooring? Give us a call today to set up a free in home estimate!

Pro Tip:
Joe will come out personally to show you samples and give you a free estimate. We also encourage our clients to visit our show room in Wauwatosa to view a wide variety of flooring.

REIA Member-Only Coupon:
REIA members will receive a 10% discount for any flooring projects of 1000 square feet or more.

 Land Title Services has a proud history that dates back over 30 years and over 90,000 closings for our clients in Southeastern Wisconsin and the Milwaukee metropolitan area. Our expert staff has the knowledge, experience, and the relationships to provide you a wide menu of closing and title services with the personalized, dedicated service that Land Title is proud to be known for.
Jackie has a dedicated closing team to ensure responsiveness & availability. They are experts at handling deadlines and a wide range of transactions.

 P & C Insurance Services is an independent insurance agency founded in 1998. They are licensed with many of the finest independent insurance companies doing business in Wisconsin. They work hard to earn the trust of every customer with superior products, pricing, and service. 

P & C Insurance is based in Brookfield, WI and works with many excellent companies which provide a wide variety of competitively priced personal and business insurance products.

 Puresurance specializes in structuring affordable, comprehensive health insurance solutions to the Real Estate Investor Community.   As the official Partner to HomeVestors (We Buy Ugly Houses) 1,200+ Nationwide Franchisees for the past 5 years (and with a strong foothold in Wisconsin) our experience in working with REIs is unmatched.

Through our portfolio of Private, Underwritten Plans, offered by AM Best-Rated Top-Tier Underwriters, we’re able to offer plans that are, on average, 40-60% less than unsubsidized “Silver” ACA Plans, without any outpatient deductibles, along with the freedom to see in or out of network providers without financial penalty.  Plans are issuable year-round and without the need for annual re-enrollment.

We’re available to our clients 365 days a year via phone, email or text – we invite you to check out our 5-Star Google and Website Reviews for outstanding service.

Whether you’re an individual owner (by yourself or including a family) or have employees, aren’t in need of maternity coverage and without major pre-existing conditions (cancer, heart, autoimmune diseases) reach out to us via the button below for a free, no-obligation quote.   

Get a Quote Now

Active since 2001, The Segal/Goldman Group at RE/MAX Service First specializes in working with Residential and Investor Buying and Selling.

Our niche is helping landlords and investors when buying and selling investment properties, Commercial Real Estate, and foreclosure properties. Our group was ranked #8 among RE/MAX Commercial Teams in Closed Transactions in 2015, consistently closing more than 100 transaction sides every year. We have over 30 years of experience in residential and commercial brokerage, remodeling, investing, and property management.

The Goldman Group has won numerous awards in the industry, and is in the RE/MAX Hall of Fame for outstanding customer service. We strive to introduce a new perspective to all buyers and sellers.

The Goldman Group, was established in 2001 and works within the RE/MAX Lakeside umbrella. The RE/MAX Lakeside organization has over 40 licensed agents serving the Milwaukee area.

3 Quick Tips: 

• Assist real estate investors with analysis of properties for purchase and sale decisions, marketing properties for sale, and seeking properties to purchase.
• Assist sellers with pricing, staging, and marketing.
• Assist investors (free of charge) with shopping for their next property by creating targeted searches and up-to-date listings in your price range

SPECIAL OFFER FOR REIA MEMBERS:
We are offering Members a free "Broker Price Opinion" to help your decision making when buying or selling a property.

REFER ME

 We are a full service State Farm agency located in Germantown, Wisconsin and licensed to serve customers in Wisconsin and Illinois. We have 3 full time staff that are fully licensed to help with Rental Properties, Commercial Insurance, Home, Auto, Life & Health.

 I have worked in the insurance industry for 5 years with a primary focus on working with businesses and property investors. Prior to insurance I worked in the hospitality industry in Chicago for 17 years. I never thought much about insurance until I had to learn the hard way how not having the right coverage or a plan can affect you.

3 Quick Tips:
I have worked with dozens of property investors and landlords to be sure each of their properties is protected properly as well as works with their cash flow. 

My team has a very quick turn-around time on quotes and applications. We are able to provide binders of coverage in the same day. 

We understand all the risks that come with property ownership and we help the owners understand and protect for those risks.