Our Mission as Holistic Advisor

Mission - Process - Commitment

IntelliShield's mission is to be fiduciary advisor committed to holistically improving our client’s retirement and estate planning needs by offering financial solutions that mitigate risk while tracking monetary goals within a unique risk profile, and time horizon. 

IntelliShield's is committed to the task of empowering clients to enjoy a better Retirement Planning Process by providing the information, tools and strategies necessary to proactively develop an individualized financial plan.  Our proposals and solutions will be customized to shield your nest egg and be guided by experience and these principles: transperency, integrity, risk mitigation.

Transperency is key to this empowerment process. We will spend the necessary time to listen to our clients goals and conerns. Once we understand our clients needs and inclinations, we will then explain the details of all their options and opportunities in a way that is easy to understand. Clients deserve to be informed of how their retirement funds are invested and how each account serves their best interests, and can lead to a more secure retirement and legacy planning.

We thank you for your interest and look forward to working with you.  All the best for you and your family durring this important planning process.