John Shields Email & Phone Number

There is a smarter way to manage finances. I work with my clients to teach that way, which is to protect first, save next, and then invest. I have been helping individuals and business owners to achieve their financial aspirations for the last 30 years. I work with my clients to find the best possible outcomes based upon their current situation. I use a Protection First philosophy to begin our work, then build savings to an adequate level, then we begin to make Investment choices. Family means everything to me. I understand how important financial decisions can be within families. When I'm not working with clients you can find me on the basketball courts of my local YMCA coaching./COMPLIANCE:2023-6092/

Listed skills include Disability Insurance, Retirement Planning, Life Insurance, Estate Planning, and 9 others.

• President

  Shields & Company Ocala, Fl

  Oct 1991 - Present - Ocala Fl

  Making a difference in the lives I touch. Strategic planning as well as protecting the most important asset of a family.... you.Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 3664 Coolidge Ct., Tallahassee, FL 32311, ph# 850-562-9075. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Shields & Company is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. California Insurance License #0G58570. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.