Protect Your
Retirement.
Secure Your Future.
At ShieldFirst Wealth, our focus is simple protecting your financial future while creating reliable retirement income you can depend on.
How It Works
Seamless Process
At ShieldFirst Wealth, we follow a simple process to help you build a secure retirement strategy.
Discover
We learn about your financial situation, retirement goals, and future priorities.
Plan
Our team develops a personalized strategy designed to protect your savings and create reliable retirement income.
Implement
We help you put the plan into action and provide ongoing support as your needs change.
Who We Are
About ShieldFirst Wealth
At ShieldFirst Wealth, we believe retirement planning should focus on protecting what matters most, your financial future and the security of your family.
Our Philosophy Retirement planning is not one-size-fits-all.
How to Avoid The Top 10 IRA and 401k Mistakes Video
Our Videos
Video Library
Retirement Savings Without Investment Losses
If you are saving money for retirement, and you are at all concerned about the safety of your money, watch this video to learn how you can be guaranteed to save, grow, and protect your money against investment losses, economic downturns, and excessive management fees.
Your Company’s 401k Plan Fiduciary Liability
If you are responsible for your company’s 401k plan, you and the business owners have a serious and potentially liable regulatory and “fiduciary” responsibility to your employees in regard to the prudent performance of their plan. Watch this video to learn how you can avoid a regulatory lawsuit.
How to Protect Your Family’s Inheritance from the IRS
If your estate includes real estate, a business, or investments worth over $5 million, your heirs could face a massive tax bill—due just nine months after you’re gone. This short video shows how the IRS can force the sale of your assets to collect those taxes… and how a simple planning strategy can prevent that from ever happening.
Your Business Tax Strategy
If you are a business owner who doesn’t like paying any more taxes than you legally need to, and you do not yet have a comprehensive “business tax strategy” – watch this short video to discover substantial tax benefits available to business owners that most tax advisors know too little about.
Schedule Your Complimentary Consultation!
At ShieldFirst Wealth, our focus is simple — protecting your financial future while creating reliable retirement income you can depend on.
Get Connected NowTestimonials
Client Stories
Don’t just take our word for it. Hear from those who have trusted us with their protection.
"I spent 40 years building a legacy and didn't want the IRS taking a huge cut of my family's inheritance. ShieldFirst gave me a clear strategy to protect my estate and finally gave me that peace of mind."
Arthur Vance
"After seeing how volatile the market can be, I couldn't risk my IRA on another crash. They showed me how to secure my savings without losing out on growth, and now I sleep much better at night."
Eleanor Rigby
"I was skeptical of annuities until they explained 'credit rates' and 'hedging' in plain English. I now have a guaranteed lifetime income contract that ensures I’ll never outlive my money, no matter what happens."
Robert Chen
"Transitioning out of my practice was a tax nightmare until I implemented their business tax strategy. It’s a relief knowing my hard work is protected from unnecessary losses as I move into this next chapter."
Diane Sterling
"In my profession, you always want a backup plan, and ShieldFirst provided exactly that for my retirement. My savings are now shielded from market dips, providing the old age income protection I really needed."
Marcus Thorne
Secure Your Retirement Income
Get comprehensive protection tailored to your needs today. Simple process,
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