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Financial Planning

Who We Are

Florida Shield Financial Advisory is a full service, board certified financial planning firm

with long term ties to the First Coast community of Jacksonville, Florida. We are proud to serve

individuals, families, small businesses and corporations with the utmost of personalized attention and service.

Our goal is to serve our clients with integrity and competent advice. We don’t want to be the biggest; we want to continue to earn our reputation for attentive, friendly service, competitive fee structures and up to the minute, effective market analysis. We take the time to really understand your unique interests and goals.

The Process

Discovery Process is crucial to recommending and managing your investments
• Our holistic approach identifies the client’s goals and priorities, empowering the client and providing them with an understanding and knowledge to achieve their goals
• You are in the driver’s seat
• We consider your unique situation first – not your money

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