Our core mission is to help you meet your goals. We believe in a workplace that isn’t tied to a desk or punch clock. We strive for a work-life harmony that’s more focused on the life part. We aim to work hard and play more. We strive to be your most trusted financial advisor, team member, and coach. We promise to always provide efficient, accurate, and timely service every time. The Shields team is made up of people with the experience to get the job done right, and done well. But we are people, first and foremost. That’s why we strive to keep everything simple. No industry jargon, no meaningless form numbers, and no wishy-washy answers. We’ll give it to you straight, person to person. Our job is to make your job easier. Sometimes that's just getting your taxes taken care of so that you don’t have to worry, or maybe that's helping get your business set up right the first time. We’re here to help. What makes our process special? Easy, just focus on you every step of the way. Every project starts with learning about who you are as a person, not just what numbers you need crunched. From there, we explore your financial goals and put together a game plan on how to get there. Then we make it happen.
