Services

Wealth Management

At Gold Shield Wealth, our approach to wealth management centers on listening, planning, and building lasting partnerships. We understand that every client’s needs are unique, which is why we take the time to align your portfolio with your individual risk tolerance and financial objectives. Market fluctuations are inevitable, but our goal is to help you feel confident and informed about your choices. Drawing on a range of asset classes, financial products, and strategies, we’ll work with you to construct a comprehensive plan tailored to your goals. With ongoing monitoring and support, you’ll have the tools and confidence you need to pursue your financial future.

Annuities

Annuities can be an essential part of your retirement strategy. Gold Shield Wealth offers tailored annuity strategies designed to help plan for your future and provide a reliable income stream throughout your retirement years. Whether you are looking to grow your savings, preserve what you’ve earned, or plan for a steady flow of income, our team will help you choose the options that better fit your needs and goals.

Life Insurance

Life insurance is more than just a policy, it’s a way to provide for your loved ones when you’re no longer there. At Gold Shield Wealth, we take the time to understand your unique situation and help you select coverage that aligns with both your current needs and future ambitions. Our life insurance solutions help protect your family, supplement your retirement income, and help your legacy endure. We’ll guide you through the options, so you can make confident decisions about your financial future.

Medicare

Your health is a cornerstone of your retirement, and selecting the right Medicare plan is important to having a well-rounded retirement plan. At Gold Shield Wealth, we’re
committed to helping you navigate the complexities of Medicare so you can focus on enjoying your golden years. Our team will answer your questions, explain your options, and guide you through the enrollment process—helping you compare plans, understand key differences, and choose what works best for your needs and lifestyle. With access to a range of providers, we’ll help you feel confident in your healthcare decisions both now and in the future.

Our firm is not affiliated with the U.S. government or any governmental agency. Medicare services provided through Gold Shield Wealth. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by Impact Partnership Wealth, LLC.

Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

IUL (Indexed Universal Life)

Indexed universal life (IUL) insurance provides long-term coverage with flexibility, while also allowing you to grow savings that receive favorable tax treatment for the future. With an IUL policy, you can adjust your coverage and premium payments to suit your changing needs over time, while enjoying the potential for growth linked to market performance—without direct investment risk. However, there can be higher expenses with an IUL policy, and you may already be in a tax-advantaged position. Whether you’re seeking a way to help protect loved ones, supplement retirement income, or create a financial legacy, indexed universal life insurance can be a strategic component of your overall plan. Our team can walk you through the options, answer your questions, and help determine if indexed universal life insurance is the right fit for your situation and goals.

Long-Term Care

As retirement approaches, maintaining your health and preserving your assets becomes essential. Our long-term care planning services help you prepare for unexpected medical expenses, helping to make sure that prolonged hospital stays or specialized care won’t disrupt your financial plan or retirement vision. We work with you to develop a personalized strategy, so you can focus on what matters most knowing your future care needs are covered.

Retirement Services

Retirement should be about enjoying the rewards of your hard work, not worrying about your financial future. At Gold Shield Wealth, our retirement planning services are designed to help you create a strategy that reflects your goals, lifestyle, and dreams for the years ahead. We take the time to understand your unique circumstances and build a personalized plan that supports your long-term vision—so you can look forward to retirement with confidence. Whether you’re focused on income strategies, preserving assets, or achieving milestones, our team will help guide you every step of the way.