Navigating Life’s Financial Journey with Expertise, Compassion, and the Power to Simplify Complex Choices.
Our family has been established in the community for five generations. We know the area, know the culture and understand how to Protect Your Florida Lifestyle.
Our firm’s Principal is fully licensed and able to provide guidance on anything regarding insurance or your financial needs.
Serving folks with insurance and financial solutions from Northeast Florida to Seattle since the year 2000.
At Florida Shield Insurance & Advisory, we’re all about simplifying the sometimes overwhelming world of finance. Our founder, Billy, is more than just a financial expert; he’s your go-to guide for making complex stuff easy.
Billy, a Certified Financial Planner™ pro, knows that when it comes to your money, it’s not just about the dollars and cents. We start by helping you with Medicare, making sure your health and wealth are in good hands. Because, let’s be honest, health and money go hand in hand, especially in retirement.
Once your Medicare needs are squared away, we smoothly shift to broader financial planning. It’s all about making your goals and dreams the star of the show. We’re here to help you understand all the financial lingo and options, so you can make the right choices for your future.
We’re big on relationships. We take the time to get to know you, what you want, and what success means to you. We’re not just about numbers; we’re about you.
Our workshops and events aren’t just about charts and graphs. They’re all about empowering you with financial know-how. And, as active members of great organizations, we’re committed to your financial well-being.
We believe in keeping things simple, so you can enjoy life without worrying about the small print. Let’s work together to make life easier, one decision at a time.
Welcome to the world of Medicare and the various choices available to you! One of our professionals would be happy to assist you on your journey, and help you find the most appropriate path for your needs. We make sure to take time to understand your specific needs, such as YOUR preferred doctors, YOUR prescription needs, and YOUR preferred hospital system. With that knowledge, we then shop the different plans available in the area to match you to the plan that makes the most sense for you. We appreciate the opportunity to help guide your path.
Perhaps you are already using Medicare in some way and want to ensure you are using your resources in the best way for your needs. We welcome the opportunity to review your situation and share our findings, even if that means you are in the right spot already.
At Florida Shield, we cater to the unique needs of first responders with a comprehensive range of insurance and financial services. Our offerings include health insurance, Medicare plans, life insurance with living benefits, and specialized coverage for heart, stroke, and cancer. We also provide accident and disability income coverage, as well as various vehicle insurances like boat, RV, motorcycle, and auto insurance. Secure your future with our Pre-Tax and Roth IRAs, 401(k) rollover options, and business, homeowners, and renters insurance. Trust Florida Shield to protect what matters most to you.
As you know, the word “insurance” covers a wide range of topics. We are fully licensed to discuss and provide advice on all of them. Health, Life, Home, Auto, Business, Liability, Property, are just a few of the topics we are able to help you find solutions to. Should we find a need that you have and we don’t cover directly, we are well networked in the community to find the solution to cover your need.
This page is for upcoming events such as local Seminars, Client Appreciation Events, etc. Let us know if you would like to be informed about an upcoming event that may not be listed yet. We would love to extend the invitation when the time comes.
