"Guarding What Matters Most - Family, Health and Wealth"
At Sheepdog Financial, our mission is simple — to protect the people and plans that matter most. Whether it’s Medicare coverage, life insurance, or preparing for retirement, we believe everyone deserves guidance they can trust. As your advisor, I’m here to help you understand your options, simplify the process, and create a plan built around your goals and your family’s future.
Insurance
Tax Services
Retirement and Investments
Sheepdog Financial
About Sheepdog Financial
Sheepdog Financial was built on the belief that everyone deserves a trusted guide when it comes to protecting what matters most. With more than a decade of experience in insurance, investments, and financial planning, I help individuals, families, and small businesses make confident decisions about their future. From Medicare and life insurance to retirement and tax strategies, Sheepdog Financial provides clear, personalized solutions designed to bring you peace of mind and financial stability.
How We Aim to Serve you
Comprehensive financial solutions catered just for you.
Insurance
Life, Health, and Medicare coverage.
Investments & Retirement
Grow your wealth with confidence.
Expert preparation and planning.
Tax Services & Payroll
Whether you’re looking for Medicare options, life insurance protection, or supplemental health coverage, I’ll help you find plans that fit your goals and your budget. My goal is to simplify the process and make sure you understand exactly what you’re getting — no surprises, just solid coverage.
From 401(k) rollovers to long-term investment strategies, Sheepdog Financial helps you create a plan designed for your future. We’ll build a roadmap that fits your risk tolerance, timeline, and retirement goals — helping you invest wisely and retire with peace of mind.
Taxes shouldn’t be stressful. Whether you need help filing, planning ahead, or integrating your taxes into your broader financial strategy, I provide year-round support to help you keep more of what you earn and stay compliant along the way.
Our Core Values
01 Integrity
We do the right thing even when it costs us — because our clients’ trust is more valuable than any transaction. Integrity means truth in every recommendation, transparency in every decision, and accountability in every action.
02 Protection
Our mission is to protect people, families, and futures. Every policy, plan, and financial strategy we offer exists to defend what our clients value most — through education, preparation, and lifelong support.
03 Service
04 Discipline
Service isn’t a task; it’s our posture. We show up early, respond quickly, and go beyond expectations — serving our clients, teammates, and community with humility and reliability.
Discipline is what turns intention into impact. We stay sharp, stay compliant, and stay accountable — not because it’s easy, but because excellence demands it. The Sheepdog never stops learning, improving, or standing guard.
Our Core Values
01 Integrity
We do the right thing even when it costs us — because our clients’ trust is more valuable than any transaction. Integrity means truth in every recommendation, transparency in every decision, and accountability in every action.
02 Protection
Our mission is to protect people, families, and futures. Every policy, plan, and financial strategy we offer exists to defend what our clients value most — through education, preparation, and lifelong support.
03 Service
04 Discipline
Service isn’t a task; it’s our posture. We show up early, respond quickly, and go beyond expectations — serving our clients, teammates, and community with humility and reliability.
Discipline is what turns intention into impact. We stay sharp, stay compliant, and stay accountable — not because it’s easy, but because excellence demands it. The Sheepdog never stops learning, improving, or standing guard.
Stay Informed. Stay Protected.
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Contact
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kevin@sheepdogFI.com
(417) 300-5918
© 2025 Sheepdog Financial LLC | All rights reserved.
Guarding what Matters most -- with clarity, care and commitment.
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LPL Financial Form CRS
Kevin Plain is a Financial Planner with, and securities and investment advisory services offered through LPL Enterprise, a Registered Investment Advisor. Member FINRA/SIPC, and an affiliate of LPL Financial.
“Prudential Advisors” is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (“PICA”) and its insurance company and other affiliates (collectively “Prudential”). Prudential Advisors financial professionals are licensed insurance agents of Prudential.
Pursuant to a strategic relationship among Prudential, LPL Enterprise, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPL Enterprise, an affiliate of LPL Financial. These financial professionals are permitted to brand under “Prudential Advisors.” LPL Enterprise and LPL Financial are not affiliated with Prudential or Robbins Financial.
Sheepdog Financial, LPL Enterprise, and LPL Financial do not provide legal. Please consult your legal advisor regarding your specific situation.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.