Your Success Is Our Priority
We introduce qualified individuals, entities, and partners to investment opportunities
consisting of Life Settlements and other Quality Alternatives.
Our Goal is simple
Making a major impact in the lives of our clients by shielding their portfolios from the
inherent economic risks related to market volatility into predictable growth.
Life Settlements
Following the trail of successful hedge funds makes this a wise investment strategy designed to deliver a known yield with a strong upside potential.
Indexed Universal Life Insurance
Discovering how to develop tax free income is of utmost importance to our financial future and allows for a predictable plan for retirement.
Adding More Value
Shield Financial Services is committed to discovering, investigating, and
vetting other viable alternative opportunities that can further enhance the
investment portfolios of our clients and partners.