Golden Shield: Protection, Growth & Legacy. Lead with education to build the know, like & trust you deserve.
Most financial advisors take a percentage of your returns. I don’t because I structure my efforts and energy through relationship building and providing life insurance quotes.
I build lifelong relationships, not just short-term transactions.
At Golden Shield Life Insurance, we educate first, then create customized protection systems that allow families and businesses to thrive. Through fixed annuities, permanent coverage, and smart structuring, we turn insurance into a living asset—something that grows, protects, and funds opportunities. Children can start young with policies that build value for college or even their first home. Families gain peace of mind knowing there’s a plan in place no matter what life brings. Business owners rest easy knowing their people, assets, and succession plans are secure.
I built Golden Shield after experiencing my own life-changing disability. I know how quickly life can shift. With over 25 years serving families and high-net-worth clients in relocation, estate management, and liquidation, I bring a rare perspective: I’ve seen how fragile wealth can be, how to preserve it, and how to pass it on with intention.
Why We Chose The Globe, Atlanta
We opened our doors at The Globe in Atlanta because we wanted a space that reflects our values of safety, accessibility, and trust. The building is modern, welcoming, and designed to accommodate everyone—from single families to large corporations. Clients love the atmosphere here. Watching private planes land and take off is more than a view—it’s a reminder that planning for the future is about movement, growth, and direction.
This space makes clients feel heard. It’s open, comfortable, and inspiring—whether we’re meeting about family protection, business continuity, or long-term wealth planning. And we invite you to come visit in person. Here, you’ll never feel like just a number—you’ll feel understood, respected, and prepared.
Exit Planning: Your Flight Path to Freedom
Whether your exit is 20 years away or just 5, we all have a day coming when we want to step back and enjoy the fruits of our labor. That day should feel like a smooth landing, not a crash.
At Golden Shield, we treat exit planning like flight planning. Every pilot here at The Globe knows the importance of charting a course before takeoff. Your business, wealth, and legacy deserve the same care. Together, we map out the route so you can move toward retirement, succession, or sale with confidence.
And while Zoom or Google Meet have their place, sometimes that’s not enough. Sitting down in person, face-to-face, makes all the difference. Here at The Globe, surrounded by the energy of movement and growth, we can truly focus on your path forward.
Your exit shouldn’t be left to chance. Let’s plan it now—so when the day comes, your family is protected, your business transitions smoothly, and your future opens wide.
Private & Family Services
Life Insurance (term, whole, universal, IUL, final expense)
Fixed Annuities & Retirement Income Planning
Long-Term Care, Disability & Cancer Insurance
Children’s Policies that Build Cash Value for Future Needs
College Funding & First-Home Planning with Insurance Assets
Estate Planning Support & Asset Protection
Policy Reviews, Risk Education & Cash Value Growth Strategies
Corporate & Small Business Services
Business Succession & Key Person Coverage
Buy-Sell Agreement Funding with Insurance
Asset Allocation & Pre-Exit Planning to Maximize Sale Value
Digital & Physical Asset Management Before Going to Market
Employee Benefits (life, disability & supplemental coverage)
Real Estate Services for Business Owners (protecting, relocating, liquidating assets)
Inventory Management & Estate Clearance for Smooth Transitions
