Student Loan Repayment Strategies
Whether you’re qualifying for Public Service Loan Forgiveness (PSLF) or looking to pay down your student debt, we can assist you in creating an efficient and effective strategy to help you with your debt.
Disability Insurance
We can help you secure coverage that protects your income in the event of injury or illness.
Life Insurance
Have people that depend on you? We are appointed with the top life insurance carriers so that we can make sure that we can find you the right protection at the right price!
Retirement Planning
Most Medical Professionals only have about 25-30 working years before they reach retirement age. Our expertise allows us to create a retirement savings plan that will meet your individual retirement goals!
College Planning
We help Medical Professionals create strategic plans for funding educational expenses for their children.
Porfolio Management
We will assess your risk tolerance, time horizon, and other factors and help you select the proper investments to help you achieve your goals.
Retirement Income Planning
As you approach retirement, we will work with you to create income distribution strategies so that you have sufficient income to live on during retirement.
Estate Planning
Let us work with your estate team to make sure your assets are distributed according to your wishes upon your death.
Retirement Plans
We can help set up and manage your business’s retirement plan.
Employee Benefits
We can create and manage an effective benefits package for your and your employees.
Executive Benefits
Want to offer your partners more than just the basic benefits package? Allow us to create a suite of executive benefits for your partners and other key people.
Business Continuity Planning
Let us help you make sure your practice remains up and running in the event of death or disability.
Practice Valuation*
Want an estimate of your practice’s value so you can make sure you are properly insured, or so you can begin the process of a sale or transfer? We can help with that!
*Shields Financial does not provide qualified business valuations. For a qualified or certified business valuation, consult a properly credentialed appraiser.
Retirement Income Planning
Ready to call it a day? Let us help you create an efficient income strategy so that you can properly enjoy your retirement.