Our Services
Look, protecting what you've built isn't boring paperwork—it's peace of mind. Shield Wealth Defense helps you structure your assets so they're not sitting ducks for lawsuits and creditors. We're talking real strategies that work. Not some magic wand. Just solid, practical defenses tailored to how you actually live and work.
Each service is delivered by experienced professionals, with a clear plan and a satisfaction focus.
Service 1
We'll set up the right corporate structure for your situation. And that matters more than most people think. Got a side hustle? Multiple income streams? We design entities that separate your personal stuff from business risk. It's like building walls between different parts of your financial life.
- Choose between LLC, S-Corp, or C-Corp structures
- Filing and registration handled completely
- Operating agreements drafted for your specifics
- Annual compliance guidance included
Service 3
This is where strategy gets real. We map out where your money lives and create barriers around it. Retirement accounts, property, investments—each one needs different protections. You'll know exactly what's shielded and why. No surprises. No gaps.
- Complete asset inventory and exposure assessment
- Multi-layer protection strategies
- Property titling optimization
- Quarterly strategy reviews
Service 2
Revocable trusts, irrevocable trusts, dynasty trusts—each one does something different. We don't use generic templates. Your situation is weird and specific, so your trust should be too. And they work harder than you'd expect for liability protection.
- Custom trust documents (not boilerplate)
- Beneficiary designations aligned with goals
- Probate avoidance strategies
- Tax efficiency considerations built in
Service 1
Insurance and legal structures talk to each other—if you set them up right. We make sure your liability policies actually work with your asset protection plan. Sometimes that means raising limits. Sometimes it means restructuring what's insured. Either way, you're covered.
- Gap analysis between structures and coverage
- Insurance policy review and recommendations
- Claims defense coordination
- Annual policy refresh checklist
Service 3
Doctors, contractors, consultants, entrepreneurs—if you get sued, this is your foundation. We build specific protections for your profession's actual risks. Because a surgeon's exposure is nothing like a realtor's. Your defense shouldn't be generic either.
- Profession-specific risk assessment
- Insurance requirement analysis
- Entity separation for different service lines
- Malpractice claims defense support
Service 2
Build the fortress once? Sure. But it needs maintenance. We handle annual filings, compliance checklists, corporate formalities that actually matter. Miss the details and your whole structure falls apart. So we don't let you miss them.
- Annual entity maintenance and filings
- Compliance calendar and reminders
- Minutes and documentation support
- Plan adjustment for life changes
Need a Custom Solution?
Contact us to discuss your specific requirements and get a personalized quote.
Contact Us