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Investing for the Future

How We Manage Your 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.