Welcome

Shield Financial is a complete financial services firm committed to providing a clear path for our client’s financial success. With access to CPAs and Attorneys who work together, we are able to implement quality financial solutions for individuals, families, and business owners. These financial solutions will empower our clients and assist them in fulfilling their financial goals. Shield Financial considers it an honor and pleasure to serve each of our clients. We will serve you with knowledge, integrity and professionalism so you can rest assured you made the right decision when you chose to work with us as your trusted advisors. Our clients often describe us as being able to provide world class financial solutions in an easy to understand approach with exceptional customer service. As a Certified Estate and Trust Specialist (CES) our services include estate planning and asset repositioning.

It’s also important to know that when you’re working with securities solutions that you are working with a fiduciary. As a fiduciary, we must not only recommend what is “suitable” to your situation, but we also have to recommend what is “in your best interest” which is a higher standard. It also means that we must disclose any conflicts of interest that could influence our recommendations. Not all advisors are held to that level of integrity. One of our core beliefs is that our clients have more peace of mind when they have a personal financial plan that is tailored to help them reach their own unique goals. The plans contain meaningful information, actionable recommendations, and are reviewed and updated regularly.

We believe that everyone should fully understand what they are doing before they do it. For that reason, we spend a lot of time educating our clients not only on the good parts of a solution, but also the bad parts. Every financial instrument has both sides. Our promise to our clients is that there will never be anything bad that happens down the line that we didn’t cover up front. We encourage an environment where our clients feel understood, non-judged, are comfortable in asking questions, and know that we truly care about them. We want to get to know you, your life, your needs, concerns, and objectives. We are active listeners who genuinely care about you, your business, your family, and your goals. You know that your investments are being managed with a high level of insight and integrity with the benefit of a more personal touch.