George Heathcote, Certified Social Security Planner

George Heathcote is a dedicated Financial Advisor at Shepherd Financial Advisors, LLC, located in Madison, Wisconsin. With a passion for financial education and a commitment to client advocacy, George empowers individuals to navigate complex financial landscapes and achieve their goals. Holding a Bachelor’s degree in Economics from UW Madison and an MBA from Edgewood College, George combines academic expertise with years of practical experience in the industry.

George Heathcote has earned the National Social Security Advisor (NSSA®) certification, demonstrating advanced expertise in Social Security claiming strategies.

Born and raised in Madison, George has built his career in the local community, focusing on the unique needs of his clients. His journey from corporate finance to founding his own firm reflects his dedication to putting clients first, ensuring they receive the personalized attention and service they deserve. George takes pride in addressing client concerns, offering clarity, and fighting for their interests, which has garnered him a respected reputation in the field.

Outside of work, George enjoys life in rural Mazomanie with his wife and their five children. He believes in the importance of community and connection, often spending his free time traveling, boating, fishing, and participating in church activities. Whether you're seeking guidance on social security benefits or comprehensive financial planning, George Heathcote is here to provide the expertise and support that can transform your financial future. Contact George today to experience a client-centered approach to financial advising that prioritizes your well-being and success.

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