(407) 628-8130

Business Planning Services

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

Business Planning Services

Most entrepreneurs start their businesses with no exit strategy. At Value Shield® Capital Strategies, our Financial Representatives address the needs of ALL businesses by helping to create clarity, vision and focus. We design financial services that are critical to assisting you in the achievement of your objectives. Our team listens to you with the knowledge to help protect your business and, most important, helping it grow.

We gather information on your business’s current position and learn what you have accomplished and what you want to achieve. By developing a comprehensive understanding of your current business plan and assessing its strengths and weaknesses, we can assist you to establish future objectives and examine your potential for meeting those goals. We are always suggesting ways to improve your plan and we are careful to tailor our design to your specific circumstances. Our focus is on eliminating potential threats, helping fulfill obligations and exploring opportunities.

Some of our services include:

  • Business Succession
  • Executive Benefits
  • Employee Benefits
  • Asset Protection and Risk Management
  • Business Overhead Disability Coverage
  • Qualified Retirement Plans
  • Estate Planning
  • Intergenerational Transfer
  • Charitable Giving and Philanthropy

Learn More About Exit Planning

My Newsletter Archive

Additional Resources/ White Papers    



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)