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