A Unique Team of Strategists
At J.D.SHIELDS and ASSOCIATES, LLC our #1 goal is to provide the most efficient service of which we are capable, rendering the best possible quality and the fullest possible quantity to our loyal clients as well as all-new prospective clients.
Our mission is to assist our clients in building and retaining wealth with Index Annuities, Whole Life Insurance strategies, and Real Estate acquisitions or transfers. Utilizing "Money Mastery" principles we help our clients control their spending, eliminate their debt, and reduce their taxes. Finally, referring our clients to "Legacy Legal" we assist our clients in transferring their wealth to succeeding generations.