50 N Laura St, Ste 2500, Jacksonville, FL 32202
Info@ShieldWolfStrong.com
904.822.4262
Our Services
What Makes Us Different
At ShieldWolf Strongholds, we guarantee to make you smarter while your money's working harder.
How We Can Help
Our strategies include:
Chartered Financial Consultant (ChFC®)
Chartered Life Underwriter (CLU®)
Chartered Property Casualty Underwriter (CPCU)
Associate, Insurances Regulatory Compliance (AIRC)
Licensed & Bonded Public Insurance Adjuster
Licensed & Bonded Life, Annuity, & Health Agent
Registered CE Provider for the Florida Department of
Financial Services. Provider ID: 373645
Registered Community Association Managers (CAM) CE Provider. License #: PVD1051
How We Can Help
Our strategies include:
Max Funded Index Universal Life (IUL)
Estate Planning
Income Planning
Asset Preservation
Tax Mitigation
Risk Mitigation
Business Planning
Trusts
Life Insurance
TORCA
Wealth Management
Property Claim Consulting
The Simple Probate Buster
The Business Owner's Estate
Virtual Workshops
In Person Business Succession and Estate Planning Workshops
Networking and Chill
Franchise Expos
Follow Us
ShieldWolf Strongholds is a wealth growth, and protection company that houses over two decades of combined total experience in the Insurance, and Financial Services industries. We specialize in helping business owners, and other high income professionals have the option of retiring, or exiting their position in less than 5-10 years. Not that you necessarily want to exit, but why not have the option?
We also assist current independently wealthy retirees with philanthropy, and repositioning their assets to be taxed advantaged, safe, and liquid. Our customers personal, and professional assets are set up to easily, and privately pass to their children, beneficiaries, or favorite charities, at death, with properestate planning.
Contact Us
50 N Laura St, Ste 2500, Jacksonville, FL 32202
Info@ShieldWolfStrong.com
904.822.4262
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