Welcome to Equity Shield Financial

 Equity Shield is an insurance & financial services company that is dedicated to helping investors grow and protect their hard earned money. Our no-nonsense approach to retirement planning has helped thousands of families in San Diego County to reach their financial goals. Our investment advisory services focus on strategic risk management and wealth protection.

As Independent Advisors we can shop the entire financial market for the highest interest rates, lowest fees and best investment products.  As fiduciaries it is our responsibility to help our client’s position themselves according to their unique and varying circumstances.

Charting the course through today’s investment world can be a challenging voyage. Especially for those who attempt to try it alone. The financial experts from the Equity Shield Corporation can assist you to meet your retirement goals. Our unique focus on strategic risk management will help you to safeguard your hard earned savings and avoid the common pitfalls that face many investors today. Let our licensed financial advisors help you stay on the road to financial security.

CA License #0C69149

  • Articles

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Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

More Calculators →

February 07, 2012 @ 03:30 PM

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