(407) 628-8130

Retirement Planning

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

With the potential burden of creating an income for their golden years, retirees are perhaps the most retirement plan under-served people in the financial services industry. This area of planning is set to expand tremendously in the near future.

When it comes to optimal distribution during this phase of wealth distribution, the focus of market, volatility, taxation and unforeseen life events can conspire against us.

The accumulation of nest egg dollars is the goal of every individual planning and preparing to retire. As guaranteed pensions and employer-paid retirement plans become extinct, distribution planning becomes all the more critical for those wishing to get the most out of their retirement assets.

At Value Shield® Capital Strategies, one of the areas we specialize in is retirement planning. Proper planning in this phase of life is needed to help ensure that our clients can live a fulfilling retirement. The creation, maintenance and implementation of an effective wealth distribution plan of retirement is our focus.

Some of our services include:

  • Asset Allocation
  • Life Insurance Planning
  • Long Term Care
  • Cash Flow Efficiency
  • IRA
  • 401(K)
  • 401(K) Rollovers

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)