Take Advantage of All That Shield Has to Offer
When we meet with clients we always ask, “Do you want us to take a look at just a part of your financial strategy, or evaluate the whole picture?” To develop a financial strategy for your future, it's important for your financial professional to see a complete, 360 degree view of your financial picture, including how your retirement assets are integrated and work with one another.
At Shield Financial Group, we offer and connect you to professionals providing:
click any of the links below to find out more about the specific topics:
Retirement Income Strategies
Federal Employee Benefits
Minister Retirement Planning
401(k) & IRA Planning
Trusts, Probate & Estate Planning
Teacher Retirement Planning
To take advantage of any or all of these services, please make an appointment with us today, and leave your checkbook at home. Every consultation is FREE.
By contacting us you may be offered insurance and retirement products for sale by an independent agent.
Advisory services offered through PanthRex Asset Management, LLC, a SEC registered investment advisory firm. PanthRex Asset Management, LLC and Shield Financial Group are non-affiliated entities. PanthRex Asset Management, LLC only transacts business in states where it is properly licensed, or is excluded or exempted from registration requirements. Information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Third-party rankings and recognition from rating services and publications do not guarantee future investment success. Working with a highly-rated adviser also does not ensure that a client or prospect will experience a higher level of performance. These ratings should not be viewed as an endorsement of the adviser by any client and do not represent any specific client’s evaluation. Generally, ratings, rankings and recognition are based on information provided by the adviser. Please contact the adviser for more information regarding how these rankings and ratings were formulated. Investment adviser representatives may recommend the purchase of insurance products in their separate capacities as insurance agents and will receive additional compensation for these transactions. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours. Photos are used for the singular purpose of enhancing the website. None of them are photographs of current or former clients.