"My mission is to help you achieve true financial freedom and Peace of Mind through what I call "Conscious Retirement".
Before returning to the financial services industry, I spent most of my career in healthcare. During that time, I witnessed firsthand how financial planning—or the lack of it—impacts lives. I saw families struggle under the weight of debt, retirees outlive their savings, and the toll that financial stress took on physical, mental, and even spiritual well-being. Those experiences ignited a passion in me to return to the financial services industry with a new perspective: Retirement isn’t just about money—it’s about living with purpose, security, and peace.
That’s why I’m dedicated to helping my clients overcome one of the biggest barriers to a fulfilling retirement: Debt Elimination.
Debt is more than a financial burden—it’s a mental and emotional one. It limits our dreams, creates stress, and robs us of opportunities. I believe that breaking free from debt is the critical first step toward achieving the retirement you deserve.
Through personalized strategies, Infinite Banking Concept, I help my clients determine their Debt-Free Date—the milestone that lays the groundwork for their Conscious Retirement. But we don’t stop there. Together, we craft a plan to protect your legacy, secure your income, and ensure your loved ones are taken care of.
✅ Find your Debt-Free Date and regain control of your finances
✅ Build a retirement plan aligned with your goals and values
✅ Protect your family and business with smart financial strategies
✅ Provide education and ensure the right estate planning documents are in place
You’ve worked hard for your future. Now it’s time to plan for it—intentionally and consciously. Let’s build a retirement you don’t just survive—but Thrive in." -Brett Shepard
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