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Shield Financial Group

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San Antonio, TX
Shield Financial Group

Integrity-Safety-Growth. Shield Financial Group provides qualified financial guidance with personal attention, honesty, knowledge, and experience.

06/15/2026

🌧️ Texas Weather Reminder 🌧️

With heavy rain and severe weather expected across Texas this week, now is a great time to review your home and auto insurance coverage.

Many homeowners and drivers assume they are fully protected, only to discover coverage gaps when it's time to file a claim. Understanding your deductibles, flood coverage options, replacement cost protection, and liability limits can make all the difference when unexpected weather strikes.

At Shield Financial Group, our Personal Lines team is here to help you:
✔ Review your current home and auto policies
✔ Identify potential coverage gaps
✔ Compare coverage options from multiple carriers
✔ Shop for the protection you need—at no cost to you

Don't wait until after the storm to find out what your policy covers.

📞 Call us today at 210-277-8187 to schedule your complimentary insurance review.

06/09/2026

Annuities are often misunderstood, which makes them a perfect for our Myth vs. Fact series.

🚨 MYTH vs. FACT 🚨

❌ MYTH:
"All annuities are the same."

✅ FACT:
Annuities come in many different forms, each designed to meet different financial goals.

Some annuities focus on:
✔️ Guaranteed lifetime income
✔️ Protecting principal from market losses
✔️ Tax-deferred growth
✔️ Leaving a legacy to loved ones

Others may offer varying levels of growth potential, liquidity, and guarantees.

The key isn't whether an annuity is "good" or "bad"—it's whether the right annuity aligns with your retirement goals, risk tolerance, and income needs.

At Shield Financial Group, we help clients understand their options and determine if an annuity fits into their overall retirement strategy.

Have questions about an annuity you already own or want to learn if one may be right for you? We're happy to help.

📞 Schedule a no-cost consultation today.

05/28/2026

🏀 GO SPURS GO! 🖤🤍

San Antonio pride runs deep — and at Shield Financial Group, we’re cheering right alongside our city tonight!

Here’s to teamwork, determination, and representing San Antonio with pride. Let’s bring the energy and support tonight!
Our city. Our team. 🏀
GO SPURS GO!

05/25/2026

This Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice for our country. 🇺🇸

In observance of the holiday, Shield Financial Group will be closed on Memorial Day. We will resume normal business hours Tuesday, May 26th.

Wishing everyone a safe and meaningful holiday weekend.

05/19/2026

Happy Birthday to our amazing Administrative Assistant, Cynthia Mora! 🎉

Cynthia is such a reliable, hardworking, and wonderful force in our office. Her dedication, positivity, and willingness to help make a difference every single day, and we are so grateful to have her as part of the Shield Financial Group family.

Thank you for everything you do for our team and our clients. We hope your day is filled with happiness, laughter, and celebration — you deserve it! 🎂🎈

Happy Birthday, Cynthia! 💙

05/12/2026

𝐌𝐘𝐓𝐇:

“I should take Social Security as soon as I turn 62.”

𝐅𝐀𝐂𝐓:

Claiming Social Security early may permanently reduce your monthly benefit. In some cases, waiting could significantly increase your lifetime income depending on your personal situation, health, and retirement goals.

At Shield Financial Group, we help individuals and families understand their Social Security options so they can make informed retirement decisions with confidence.

📞 Contact us today to schedule your no-cost consultation.
𝟐𝟏𝟎-𝟐𝟕𝟕-𝟖𝟏𝟖𝟕
📅Schedule your no-cost consultation NOW!
https://calendly.com/Shieldfinancialgroupsatx

05/10/2026

Happy Mother’s Day to all the incredible moms, grandmothers, stepmoms, and mother figures who lead with strength, love, and selflessness every day. 🌷

At Shield Financial Group, we know that so much of what mothers do is centered around protecting and providing for the people they love most. Today, we celebrate the care, wisdom, and dedication that make mothers truly extraordinary.

Wishing you a day filled with love, appreciation, and time with those who matter most. 💖

05/05/2026

One of the biggest advantages we offer at Shield Financial Group?
CHOICE.

We work with a wide network of trusted insurance carriers so we can shop the market and find the right fit for each client. It's the beauty of being an independent firm!

Here are just some of the companies we partner with:

• Liberty Mutual
• Mercury Insurance
• The Hartford
• Travelers
• Foremost Insurance Group
• Farmers Insurance
• Allstate
• Nationwide
• National General Insurance
• Progressive
• GEICO
• Chubb
• Hagerty

Specialty coverage options:

• Fetch (Pet Insurance)
• Rainwalk (Pet Insurance)
• ePremium Insurance (Renters Insurance)
• Wright Flood
• Neptune Flood
• RLI
• Jewelers Mutual

From home and auto to specialty and high-value coverage — we have access to the tools needed to build a plan around YOU.

Not sure if you’re properly covered or worried your paying too much? Let us shop it for you.

📞 210-277-8187
📩 Email us for a free quote!

04/22/2026

Happy Administrative Professionals Day!

Today we recognize the incredible individuals who keep everything running smoothly behind the scenes. Your organization, dedication, and attention to detail make a lasting impact every single day—and we truly couldn’t do it without you.
Thank you to Ryan Ouellette, Cynthia Mora, Brittney Ouellette, Erin Milton, and Sharon Colby of the Shield Financial Group team.

At Shield Financial Group, we’re grateful for the hard work and professionalism that administrative teams bring to every organization. Thank you for being the backbone that supports success.

04/16/2026

Another Tax Season in the Books — Thank You, Mr. Caruthers! 📊🍪

We want to extend a sincere thank you to our trusted CPA partner, Mr. David Caruthers, for once again taking such great care of our clients this tax season.

Mr. Caruthers brings a unique level of expertise and dedication to every client he serves. As a Texas Certified Public Accountant, he specializes in minister, church, and nonprofit accounting and tax services.

With both a Master of Professional Accounting and a Bachelor of Business Administration from The University of Texas at Austin, his knowledge and professionalism are a tremendous asset to our clients here at Shield Financial Group for many years.

Not only does he deliver exceptional service, but he also brought a little sweetness to wrap up the season—treating our office to Crumbl Cookies as we closed out another busy tax season 🍪

We’re grateful to have Mr. Caruthers as a partner and friend. He’ll definitely be missed around the office—until next tax season!

Address

13750 San Pedro Avenue Ste 520
San Antonio, TX
78232

Opening Hours

Monday	9am - 5pm
Tuesday	8am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.shieldfinancialgroup.com/

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