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Protecting Your Florida Lifestyle

How We Help

Helping You Balance Life & Wealth

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

You are given access to a board certified, CERTIFIED FINANCIAL PLANNER™ professional who 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.

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Who We Are

We strive to establish a firm financial foundation for our clients through education and long-standing client relationships.

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What We Do

We focus on money management, as well as other issues that are critical to your financial well-being.

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How We Help

We go above and beyond to explain how with how we work with clients, so you'll know what to expect.

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Get Serious About Your Finances in a Relaxed Environment

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

We can help you address your needs of today and for many years to come. We look forward to working with you.

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Striving to Shield Your Finances

We can provide strategies to help you protect your current assets and grow your retirement income.

Striving to Shield Your Family

We can offer solutions to help protect what matters most to you.

Striving to Shield Your Hopes and Dreams

We want to help you to eliminate fear and accomplish what you want out of life.

Making Financial Concepts Easy to Understand

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.
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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.
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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.
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