Broker Check

How We Help

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 professional 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.

"You have access to a  CERTIFIED FINANCIAL PLANNER™professional who will assist you in creating a clear path in order to reach success."

You have access to a  CERTIFIED FINANCIAL PLANNER™ professional who will assist you in creating a clear path in order to reach success, however, you define it. Of course we also know that plans rarely flow exactly as outlined. That is why most of our clients meet with us quarterly. This ensures that we stay up to date on changes that may affect your life and wealth balance.

The Process

  1. The Discovery Process is crucial to recommending and managing your investments. We first hold a discovery meeting with clients.
  2. Next, our holistic approach identifies a client's goals and priorities.
  3. We'll use the information we've gathered to make recommendations, answering any and all questions a client may have.
  4. The client is in the driver’s seat. At this point, a client can make an informed decision about how to move forward.
  5. We implement recommendations upon receiving the client's approval.
  6. Finally, we monitor and make adjustments to a client's financial plan in accordance with their life goals.