The Retirement Shield is a network of financial professionals who are passionate about helping
people in their communities prepare for the retirement of their dreams
in a process we call
Shielding Your Retirement.

The Retirement Shield process is designed to help people nearing or already in retirement
address critical planning issues today, so you can enjoy your retirement tomorrow. Your

personalized plan will alleviate many of your concerns now, so you can plan for retirement with confidence.


Many of the Retirement Shield instructors own independent financial services firms. Their
affiliation with Retirement Shield proves that they are willing to take a
true consultative process
with their clients in a way many other advisors cannot.

The Retirement Shield is a growing network of professionals dedicated to enriching the lives of people through financial education.