Shield Your Financial Future
At Shield Capital, we work with you to develop a financial strategy designed around your individual goals and circumstances. Our experienced professionals offer a range of solutions intended to help you pursue objectives such as buying a home, funding education, or planning for retirement.
Why Choose Us
Guidance for Every Stage
Your goals are unique, and we take an individualized approach. We work to tailor each plan to your specific needs and circumstances, both for today and for the long term.
Our founders, Scott Doyle and Timothy Davis, take pride in offering a variety of financial options. Our focus is on serving your individual needs and objectives.
For over 25 years, Scott Doyle and Timothy Davis have developed relationships with multiple insurance companies and broker-dealers. They draw on their combined knowledge and resources to help clients navigate their financial decisions.
Protection
Insurance
Asset Allocation and Management
Variable and Fixed Annuities
Protection
Planning for Life’s Uncertainties
Shield Capital offers tools designed to help you manage your financial well-being, so you can focus on what matters to you.
Stocks and Options
Corporate, Government, and Municipal Bonds
Insurance
Coverage for What Matters
From life to health insurance and more, we work with a number of carriers to offer a range of options at competitive prices.
Individual and Group Health Insurance
Variable, Universal, Whole Life, and Term Life Insurance
Long-Term Care Insurance
Disability Income Insurance
Asset Allocation and Management
Investing for Your Goals
Our team works with you to manage risk in a way that aligns with your financial goals.
Portfolio Analysis
Education Savings Accounts
Mutual Funds
Traditional and Roth IRA Accounts
401(k) and 403(b) Employee Retirement Plans
Variable and Fixed Annuities
Income Options for Retirement
Annuities may play a role in a long-term financial strategy, and we help you evaluate whether an annuity is suited to your individual needs and objectives.
Working With Us
Learn how Shield Capital can support your financial goals.