Our Portfolio
Shepherd Tax Solutions
Shepherd Tax Solutions (STS) is about helping clients creating simple solutions for complex problems. We are a team of professionals who share a passion for helping clients achieve their financial goals. Through our independent agencies we offer a variety of tax credit and incentive-based programs. We have helped companies receive over $4 billion dollars to date. Click here to learn more about Shepherd Tax Solutions & here to meet our team.
Lumina Financial
At Lumina Financial, taking control of your financial future with our guidance is not just the right next step; it's the transformative journey you've been waiting for. Experience the confidence that comes with having a tailored financial strategy. We offer traditional as well as innovative strategies for our business owners and their people to achieve their financial goals. Click here to learn more about Lumina Financial & here to meet our team.
Shepherd Power Solutions
Our focus is on delivering customized, sustainable, and cost-effective energy solutions that not only meet current demands but also position businesses for long-term success. Whether it’s optimizing energy efficiency, integrating renewable energy sources, or addressing infrastructure challenges, we are dedicated to helping our clients make informed decisions that drive value and resilience. Connect with our Shepherd Power Solutions representative today!
Lumina Benefits Group
Lumina Benefits group provides life and health insurance health solutions to our clients. We constantly look for cost-effective and top-notch options to give to our clients; positioning them to have the competitive edge when it comes to others in the market. We provide:
Group Health, Supplemental Benefits & Life Insurance (fixed or index)
Connect with our Lumina Wealth Management representative today!
