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Shield Wealth Advisors, LLC.
"Built for Blue"
1-833-457-1040
  • Home
  • Becoming a Client
  • Robinson Tax Service
  • Team
  • FAQ
  • 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

Frequently Asked Questions

How do you get paid?

Do you work with members all over New York State?

Are you affiliated with any State Agency?

We are a fee-based firm. Fees are based on assets under management.  The cost of the planning process and ongoing analysis is built into the fee.  The fee has two components advisory fees and portfolio management fees.  The advisory fees range between .25% -.75%, while portfolio management fees are a flat rate of .75%. Tax preparation fees are billed separately through Robinson Tax Services.

Are you affiliated with any State Agency?

Do you work with members all over New York State?

Are you affiliated with any State Agency?

NO!  We are not affiliated or officially endorsed by any PBA or state agency, including the New York State and Local Retirement System or the New York State Deferred Compensation Plan.   While we proudly support the work of these agencies, our business comes through referrals. We are an independent Registered Investment Adviser, focused solely on the members of the New York State Police and Fire Retirement System. 

Do you work with members all over New York State?

Do you work with members all over New York State?

Do you work with members all over New York State?

Yes! We have the technology to work with anyone in the state or country. Many retirees do not stay in New York, so we regularly conduct meetings everywhere, including New York, Florida, and even as far as California. Don't let where you live now or where you plan to live in the future be a hindrance to your decision to work with us. 

When should I start preparing for Retirement?

Is there more than one way to receive my partial lump sum payments? Do I have to choose only one?

Do you work with members all over New York State?

Ideally three years out.  Between catch-up options in the New York State Deferred Compensation Plan, and maximizing your benefits and New York State Retirement System Option, time is of the essence.  DONT LET THE 20 YEAR ITCH SCRATCH AWAY YOUR BENEFITS!

What are the Tax Myths we keep Hearing about for Pensioners

Is there more than one way to receive my partial lump sum payments? Do I have to choose only one?

Is there more than one way to receive my partial lump sum payments? Do I have to choose only one?

  1. Few of you are retiring into a lower tax bracket.
  2. You do NOT make too much money to use the designated Roth Option in New York State Deferred Compensation Plan.
  3. It is NOT too late to convert pre-tax dollars into Roth dollars.  

Is there more than one way to receive my partial lump sum payments? Do I have to choose only one?

Is there more than one way to receive my partial lump sum payments? Do I have to choose only one?

Is there more than one way to receive my partial lump sum payments? Do I have to choose only one?

You may choose to receive it outright as income or transfer it to a qualified retirement plan or a combination of your choosing. This is not a decision to make lightly.  Do your homework before pulling the trigger on a Partial Lump Sum.

Where can I get a pension estimate from?

Where can I get a pension estimate from?

Where can I get a pension estimate from?

You can get a pension estimate from the New York State Retirement System website or you can get one from us. We've developed our own partial lump-sum calculator and have access to the same retirement website you do. 

Shield Wealth Advisors, LLC.

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

1-833-457-1040

Copyright 2021