Shield Financial & Insurance Services is an independent brokerage, working with both individuals and businesses to customize and personalize financial and insurance plans that work well for those we serve. For Business  Shield Financial & Insurance Services works closely with business owners to provide affordable and meaningful benefits for the employees that mean so much to their company. We aim to help them recruit, retain and reward quality talent to enable their business to grow (we call it the “Three R’s of Business”). We specialize in group health, life and disability benefits as well as 401(k) and retirement planning.

For Business

Shield Financial & Insurance Services works closely with business owners to provide affordable and meaningful benefits for the employees that mean so much to their company. We aim to help them recruit, retain and reward quality talent to enable their business to grow (we call it the “Three R’s of Business”). We specialize in group health, life and disability benefits as well as 401(k) and retirement planning.

At the same time, we want our business owning clients to find their ventures rewarding. We help them prepare for their retirement through several programs, ranging from business valuations to exit strategies; 401(k)’s to pension plans and all kinds of great stuff in between. The rewards for business owners can be great, especially when it comes time to retire. We can help with exit strategies, enabling you to get the most out of your business when it is ultimately time to step away.

For Individuals 

At Shield Financial & Insurance Services, we believe that insurance is an integral part of a sound financial plan. Every life has value. You have people who depend on you for so many things. Help put them (and yourself) at ease with life and disability insurance.

When retirement is on the horizon, it is important to make sure you have everything in place financially and insurance-wise. Shield Financial & Insurance Services can help prepare you for a seamless transition from your traditional group health insurance plan to Medicare coverage (whether you are turning 65 or you are older and set to retire, thus losing your insurance benefit). We will make sure your current doctors are still accessible and give you the best plan at the best price possible.

Being financially prepared for the future is extremely important! Being properly covered by life insurance, disability insurance (we call that protecting your paycheck) and making sure your future care is provided for through a proper long-term care plan will give you and your loved ones peace of mind. Being financially prepared takes a lot of careful preparation, time and energy. We will help you form and carry out your financial plans in a way that guarantees you will not outlive your money and that those you leave behind will benefit from the legacy you leave behind!

Thank you for taking the time to get to know our agency. Please feel free to contact us anytime for any of your financial and insurance needs.