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"Our goal is for our clients to live lives free of compromise and unwanted constraint."

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Value Shield® Capital Strategies is a recognized leader among Orlando’s financial services firms. We provide our clients with the environment, system, services and support, which helps them understand their wealth potential. By continually adopting new measures of productivity and excellence, we show our personal dedication to our client’s success.

Our organization pledges to excellence, and we commit to developing and maintaining long standing relationships with our clients. While providing our financial services, we constantly remind our clients that our main focus is to help them feel secure for the future. This is our main focus, because the basis of our firm starts on the principle of integrity. Our most important mission is the strength and endurance of our client relationships.

By coordinating with our financial planners at Value Shield® Capital Strategies, we can help eliminate the grey areas in your planning, process and strategies. While changing the conversation from product to a continuous plan of action, we put an emphasis on the broader scope. With more than 60 years combined experience as a process driven leader in financial services, let one of our Financial Planners lead you down the path to a retirement today!

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our services include:

Business Planning, Estate Planning and Retirement Planning.

This material is intended for general public use. By providing this material, Value Shield Capital Strategies is not undertaking to provide investment advice for any specific individual or situation or otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.

Check the background of our investment professionals on FINRA’s BrokerCheck

Value Shield Capital Strategies

Business Planning Services

Eliminating potential threats, helping fulfill obligations and exploring opportunities.

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Estate Planning

Assessing the strength of your current wealth transfer strategy through careful planning which could help secure the future of your estate.

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Retirement Planning

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

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