Request a no-obligation meeting with Sheppard Mosher to discuss your financial future and the possible role of insurance and investments in your financial strategy!
Phone: 585-396-0926 / jmosher@sheppardmosher.com / Visit Us! / Does My Portfolio Fit Me? CLICK HERE to find out

Sheppard Mosher specializes in helping clients develop a comprehensive, cohesive financial plan that fits their unique needs and helps enable them to meet both short-term and long-term objectives.

Does your portfolio have too much risk?
Or not enough?

Knowing your risk score can help you make appropriate investment choices. Find out your risk score with our RiskAlyze tool!

About Us

Sheppard Mosher

 Our mission is to guide and assist investors while designing individualized wealth building strategies. Our professional advisors are focused on each individual and their personalized financial and lifestyle goals.

About Us

Sheppard Mosher

Our mission is to guide and assist investors while designing individualized wealth building strategies. Our professional advisors are focused on each individual and their personalized financial and lifestyle goals.
Our Focus
» Retirement Income Strategies
» Endowment Model Philosophy
» Wealth Accumulation
» Annuities
» Life Insurance
» Asset Protection
» Our Services
Resources
» Stay abreast of the stories and headlines that impact you. Check out the news about Sheppard Mosher and other topics of interest.
» View our Library
Events
» We’re committed to helping you make informed decisions about your financial future. View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
» Calendar of Events
Securities are offered through Kalos Capital, Inc. and Investment Advisory Services offered through Kalos Management, Inc., both at 11525 Park Woods Circle, Alpharetta GA, 30005, (678) 356-1100. Sheppard Mosher is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.