Empowering America’s Growth Through Finance, Law, Real Estate, Strategy, & Sales.

AT SHIELDMARK HOLDINGS, WE BRING TOGETHER INDUSTRY-LEADING COMPANIES IN FINANCE, REAL ESTATE, AND BUSINESS STRATEGY—DELIVERING UNIFIED SERVICES WITH UNMATCHED IMPACT ACROSS EVERY STAGE OF PERSONAL AND PROFESSIONAL GROWTH.

Shieldmark Holdings Subsidiary Companies

One partner. Three specialties. Endless growth opportunities.

Helping Americans eliminate debt, reduce taxes, and retire with confidence.


Have you noticed how much of your paycheck disappears into interest and taxes? What if you could redirect that money toward a tax-free retirement instead?

  • The Problem: Most families are trapped in interest-heavy debt while saving little or nothing for the future.
  • The Solution: Our DF4L™ and SMART Tax strategies reallocate your existing payments to eliminate debt, reduce taxes, and grow wealth—without extra out-of-pocket costs.
  • What’s at Stake: Every month of delay costs you more interest, less savings, and fewer options at retirement.

Key Services:

  • Debt-Free 4 Life™ Plans
  • Tax-Free Retirement Solutions
  • Insurance & Annuity Consulting
  • Long-Term Care & Legacy Planning

 

 

Real estate services focused on homeownership, and long-term growth.

Is your property helping you build wealth—or just draining your wallet?

  • The Problem: Most people treat real estate as a place to live—not a long-term strategy.
  • The Solution: We help families and investors build generational wealth through real estate planning, buying, and strategic investing.
  • The Risk: Without a plan, you could miss major equity, tax, and investment opportunities.

Key Services:

  • Home Buying & Selling
  • Investor Consulting & Portfolio Building
  • Turnkey Rental Solutions
  • Market Analysis & Property Strategy

Affordable, proactive legal guidance for individuals and businesses.

When’s the last time you had a legal check-up? Most people wait until it’s too late—and too expensive.

  • The Problem: Legal issues cost thousands when reactive. Most people and businesses lack ongoing support.
  • The Solution: We offer affordable, flat-rate legal consulting that helps you stay compliant, protected, and prepared.
  • The Risk: Without legal strategy, small problems snowball into court cases, fines, or liability exposure.

Key Services:

  • Estate Planning
  • Business Legal Compliance
  • Contract Review & Drafting
  • Legal Risk Assessments
  • Personal Legal Support