financial services solutions

SHIELD & FORT FINANCIAL SERVICES

We are your best ally in Financial Services, Taxes, Life Insurance, ITIN Renewal, IRS Problems, Vehicle Permits and more.

The American dream

OUR MISSION AND VALUES.

WE ARE PART OF YOUR TEAM THAT IS WHY WE WANT YOU TO ACHIEVE REAL RESULTS, INVESTMENT PLANS, THAT YOU MEET YOUR GOAL AND ENJOY YOUR LIFE AS YOU DESERVE IT, AND ABOVE ALL THAT MONEY IS NOT A PROBLEM FOR YOU OR YOUR FAMILY.

FREEDOMFLEX

Another dream our members haveis to offer your children the university education.

Did you know our experts in finance say a child who comes to life nowadays will need more than $222.466 for four years of higher education  in a public college and an amazing amount of $437.982 or more in a private college? Using the program of higher education of our association and FREEDOMFLEX can help you to make your dream come true.

The solution is FREEDOMFLEX - IT WORKS AS FOLLOWS

01. In its first year

Your premium payouts are transferred from your credit card, checking and saving accounts or payment check to Fidelity Security Life Insurance Company to buy a certificate/ Life Insurance.

02.Beginning the second year

Part of your payment is still assigned as part of your policy and it is required for the life insurance and the optional benefit of disability. The rest of the payment is going to work for you choosing an annuity or a mutual fund. (it is the vehicle to accumulate cash as a choice). To have a choice gives you control.Read More

03. At the end of the 10 years

Now, you have flexibility to determine what is better for you. You can stop paying completely or continue the time you wish. You can renew the insurance coverage for 10 years more, cancel it or continue with the policy till the age of 100 years.Read More

01

En su primer año

02

Empezando el segundo año

03

Al final de los 10 años

95
investment plans
100
Financial Settlement
100
Satisfied customers
95
Financial Strategy

WE ARE YOUR BEST CHOICE.

investments in progress

Liquidated investments

+

Years of experience

+

Plans Cleared

KNOWN

OUR SERVICES

PERSONAL AND BUSINESS TAXES

Professional personal and business tax services.

APPLICATION, ITIN NUMBER RENEWAL

ITIN number request, renewal, ITIN location was lost or rejected at Shield & Fort we can help you.

PROBLEMS WITH THE IRS.

Garnishments and Back Taxes, any kind of problem with the IRS.

WE TRANSLATE LEGAL DOCUMENTS

Reliable Translation Company Specialized in Legal Translation

CHILD TRAVEL CONSENT

Is a letter in which a child’s legal guardian gives permission for the minor to travel alone or with another adult. … Separated couples may also use this document when both parents share legal custody of the children but only one parent is accompanying them on a trip.

IMPORTING A MOTOR VEHICLE

Bringing Foreing-Plated cars into Mexico and Central America, temporary and permanent permits.

RETIREMENT PLAN

Financial instrument that allows you to save and invest to have the monthly income that allows you to live comfortably during the years after your retirement.

DO YOU WANT TO BE OUR CUSTOMER?

Ready to get started?

Please complete the form to get an inquiry. Once the data has been processed, a personal manager will contact you.

    WE ARE THERE FOR YOU

    Meet Our Professional Team

    We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.

    Monica Black
    chief communication officer
    Peter Perish
    chief business project
    Peter Perish
    international Consultant
    Peter Perish
    co-founder of company