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Shield Wealth Advisors, LLC.
"Built for Blue"
1-833-457-1040
  • Home
  • Becoming a Client
  • Robinson Tax Service
  • Team
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  • Contact
  • ADV & Disclosures
  • More
    • Home
    • Becoming a Client
    • Robinson Tax Service
    • Team
    • FAQ
    • Contact
    • ADV & Disclosures
Shield Wealth Advisors, LLC.
"Built for Blue"
1-833-457-1040
  • Home
  • Becoming a Client
  • Robinson Tax Service
  • Team
  • FAQ
  • Contact
  • ADV & Disclosures
New York State Police and Fire Retirement System New York State Deferred Compensation Plan Retire
JOIN THE TEAM

 

Clients join our team by completing a 4-5 meeting planning process focused on preparing your family for retirement. It starts with cash flow and taxes, then maximizing your New York State Pension options, Partial lump Sum, and New York State Deferred Compensation plan. We finish with preparing your estate. 

Find out more

Shield Wealth Advisors, LLC.

Shield Wealth Advisors, LLC 2809 Wehrle Drive Suite 9. Williamsville, NY 14221

1-833-457-1040

Copyright 2021