Retirement Savings
Wealthshield Consultants can guide you through diverse retirement savings options, including IRAs, simple 401(k)s, and insurance avenues, ensuring you have a secure retirement outlook and a well-crafted game plan
Life Insurance Solutions
Wealthshield Consultants specializes in a range of Life Insurance solutions to address diverse financial security needs, including permanent family protection, wealth transfer, mortgage protection, asset tax shelter, cash value plans, term insurance, and more.
401K / TSP Rollovers
Considering rolling over your 401(k) into a new investment or savings account? Or unsure about what to do with your TSP after leaving your job? Consult with us, and we can guide you through various options.
Free Financial Analysis
Wealthshield Consultants is pleased to offer you a complimentary consultation to analyze your current savings portfolio. Alternatively, we can provide education on some of the powerful savings options available today.
Financial Literacy
Wealthshield Consultants is committed to initiatives and activities that promote financial literacy, particularly in the areas of saving for retirement and establishing a foundation for personal financial security.
Children`s Education Funds
Wealthshield Consultants can guide you through alternative ways to save for your children’s education or college fund, offering more flexibility and potentially more benefits than a standard 529 Plan.
Annuities
Wealthshield Consultants specializes in various types of annuity products, including immediate and indexed annuities, to help you build your financial security and retirement plan.
Wealth Preservation & Legacy
Whether you are planning for your grandchildren or family beyond the last frontier of life, Wealthshield Consultants is here to help you preserve and keep your money in the family.
Savings Plans
Whether you’re just starting to save, coming in a bit later, Wealthshield Consultants can guide you through diverse ways to commit to a robust savings plan that goes beyond simply growing your money.