(407) 628-8130

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

Gathering My Personal Data

The confidentiality of your information will be respected and cooperation is appreciated. Documents to bring to the next meeting or deliver in advance: Your advisor will be able to work more effectively when you provide documents. You can be assured that your documents will be professionally safeguarded under strict, confidential control during the analysis period. If you prefer, copies of your financial papers are acceptable.

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 

407-628-8130

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

Bay Center Dr Suite 550 Tampa FL 33609
813-289-3632.

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)