Broker Check

Balance Life & Wealth

Serving Jacksonville and the First Coast

Florida Shield Financial Advisory is a financial life planning firm with deep relationships on the First Coast of Florida and Jacksonville and surrounding communities. We are proud to serve families and businesses committed to finding balance between life and wealth.

Your board certified, CERTIFIED FINANCIAL PLANNER™ professional is dedicated to your definition of success.  Whether your needs are simple or complex, our staff stands ready to provide the highest level of personal and friendly service. (After all, we are located in the South!) Discover the ways we may be able to assist by visiting the links below. We look forward to building a great relationship with you.    

  • Financial Planning
  • College Planning  
  • Insurance 
  • Investments 
  • Retirement Planning

Send Us An Email

Thank you! Oops!

Recommended Content

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.