(407) 628-8130

"Our goal is for our clients to live lives free of compromise and unwanted constraint."

Value Shield® Capital Strategies is a recognized leader among Orlando’s financial services firms as we provide our clients with the environment, system, services and support that helps them understand their wealth potential. We continually adopt new measures of productivity and excellence while constantly reinforcing our personal dedication to success.

As an organization pledged to excellence, we are committed to developing and maintaining long standing relationships with our clients by providing our financial services to help secure their futures. Because the basis of our firm is founded on the principle of integrity, the strength and endurance of our client relationships is our most important mission. Our services include Business Planning, Estate Planning and Retirement Planning.

By coordinating with our financial representatives, here at Value Shield® Capital Strategies, we can help eliminate the grey areas in your planning, process and strategies. We change the conversation from product to a continuous plan of action and put an emphasis on the broader scope. With more than 60 years combined experience as a process driven leader in financial services, let one of our Financial Representatives lead you down the path to retirement today!

This material is intended for general public use. By providing this material, Value Shield Capital Strategies is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.

Check the background of our investment professionals on FINRA’s BrokerCheck

Value Shield Capital Strategies

Business Planning

Helping Entrepreneurs in the new 21st Century economy eliminate potential threats, fulfill obligations and exploit opportunities.

Estate Planning

Assessing the strength of your current wealth transfer strategy through careful planning which could help secure the future of your estate.

Retirement Planning

Helping individuals recognize the real cost of living and preparing for it.

Value Shield® Capital Strategies

1390 Hope Road, Suite 200 

Maitland, FL 32751 


Securities products and services offered through Park Avenue Securities, LLC (PAS), member FINRASIPC. OSJ:5426

Bay Center Dr Suite 550 Tampa FL 33609

PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY.

Value Shield is not an affiliate or subsidiary of PAS or Guardian.

Important Disclosures
2016-19555 (exp, 05/18)