(407) 628-8130

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

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Request a consultation with our financial advisors today!  Set up an appointment with our Value Shield® advisors today to discuss your financial planning for the future. Our services include: estate planning, retirement planning, and business planning and exit planning.

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 offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Value Shield Capital Strategies and Securities America are separate entities. Seek the advise of your CPA for tax related questions.

This site is published for residents of the United States, is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed