Broker Check

Investments

Florida Shield Financial Advisory in Jacksonville, Florida, offers a variety of investment programs focused on each client’s specific needs. The approach taken by the advisors at Florida Shield is a little different than other firms. We start the relationship through a proprietary process to understand YOU first. Once we accomplish that common ground, we then analyze the lowest level of risk necessary to reach your goal. Our due diligence process ensures that our clients’ money is in balance with their desired accomplishments. As you meet with your CERTIFIED FINANCIAL PLANNER™ professional, great care is taken to explain the risks and rewards associated with your money. We use cost efficient and tax efficient vehicles whenever possible, because at the end of the day, the more you keep, the more you make.


 

Have A Question?







Thank you! Oops!

Recommended Content

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.