Shield Financial Group

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

🏀 GO SPURS GO! 🖤🤍San Antonio pride runs deep — and at Shield Financial Group, we’re cheering right alongside our city to...
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!

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

Happy Birthday to our amazing Administrative Assistant, Cynthia Mora! 🎉Cynthia is such a reliable, hardworking, and wond...
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

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

One of the biggest advantages we offer at Shield Financial Group?CHOICE.We work with a wide network of trusted insurance...
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!

Happy Administrative Professionals Day!Today we recognize the incredible individuals who keep everything running smoothl...
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.

Another Tax Season in the Books — Thank You, Mr. Caruthers! 📊🍪We want to extend a sincere thank you to our trusted CPA p...
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!

Are you confident in your financial plan… or just hoping everything works out?The truth is, hope isn’t a strategy.Life c...
04/13/2026

Are you confident in your financial plan… or just hoping everything works out?

The truth is, hope isn’t a strategy.

Life changes. Markets move. And your financial plan should adapt right along with them.

At Shield Financial Group, we specialize in helping individuals and families stay on track by making smart, timely adjustments—so you’re not just reacting to change, you’re prepared for it.

If it’s been a while since you’ve reviewed your strategy, now is the time.

Let’s talk about where you are and where you want to go.

📞 Call us today: 210-277-8187
Qualified Guidance, Uncompromising Integrity

Your Future Deserves Protection 🛡️At Shield Financial Group, we believe your hard-earned money should be protected today...
03/26/2026

Your Future Deserves Protection 🛡️

At Shield Financial Group, we believe your hard-earned money should be protected today, and work for you along the way!

Whether you're planning for retirement, looking to grow your savings, or wanting to protect your assets from market risk, we’re here to help you build a strategy that fits your goals.

✔️ Retirement Planning
✔️ Asset Protection
✔️ Tax-Efficient Strategies
✔️ Guaranteed Income Options

Let’s make sure your financial future is strong, secure, and built to last.

📞 Call us today at 210-277-8187
📅Schedule An Appointment https://calendly.com/Shieldfinancialgroupsatx

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

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