Insurance Planning

At Shield Financial Group, we operate as an independent insurance agency for the benefit of our clients. This means that we are not captive to any one insurance carrier or company, but are truly non-biased in being able to find the most efficient and complete coverage for our clients.

The types of insurance that we are able to help with include:

  • Life Insurance
  • Long Term Care
  • Homeowners
  • Renters
  • Auto
  • Liability
  • Commercial Insurance
  • Health Insurance
  • Medicare Supplement Insurance
  • Medicare Advantage Plans
  • Disability Income Protection

We believe that it’s important to regularly review your insurance coverage to ensure that you are getting the best overall coverage for the most affordable price. If it has been a while since you have had that done, or if perhaps you are in need of new or additional insurance, give us a call today!

Our Mission

Our mission is to provide our clients with qualified financial guidance based on uncompromising integrity while giving personalized solutions that grant safety and opportunity for growth

Investment Advisory services offered through Optivise Advisory Services LLC ("Optivise"), an SEC registered investment advisory firm. Optivise and Shield Financial Group ("SFG") are non-affiliated entities. Optivise and SFG only transact business in states where it is properly licensed, or is excluded or exempted from registration requirements.

COPYRIGHT © 2023 SHIELD FINANCIAL GROUP