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.
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.
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
Payments to your cash accumulation vehicle are also flexible. You can stop them after 10 years or continue as long as you want.
Your representative can show you the amount of your benefits and explain the results you may experience. An illustration will be included with your certificate.
En su primer año
Empezando el segundo año
Al final de los 10 años
WE ARE YOUR BEST CHOICE.
investments in progress
Years of experience
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.
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.
Ready to get started?
Please complete the form to get an inquiry. Once the data has been processed, a personal manager will contact 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.