(407) 628-8130

Retirement Planning

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

Retirement planning is extremely important in planning for the future. 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 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