Mission
educate business owners and military/Career executives on how to retire methodically, structuring tax-Free forever income accounts.
A little progress each day adds up to big results. Find out how I can help you.
RETIREMENT & INSURANCE CONSULTANT
Learn How to position your money for never-ending, tax-free income with Benefits
Position yourself for financial freedom with a comprehensive SSC plan.
As Featured In
How To Position Your Money For Full-Time Retirement Without Depending On Social Security
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Financial Services
ESTABLISH YOUR PRIVATE BANK
To become recession proof, individuals are urgently establishing family banks. This allows them to increase savings and cash flow through compounding using their emergency savings. This also allows them to protect their cash reserves from lawsuits, creditors and market volatility with a host of other pertinent benefits.
Have you considered the benefits of private banking? To learn more about this, book your call.
Retirement Planning
We educate you on tax-free, lifetime income strategies to best suit your retirement needs. Download our free retirement checklist. Do you have a 5-year retirement plan? Ask about our 5-yr contribution strategy.
Life Insurance
SHFS specializes in providing custom Life Insurance solutions after educating clients so they make a more informed decision. These solutions include retirement-focused policies, permanent family protection, wealth-building, wealth transfer, mortgage protection, tax advantages, infinite banking, competitive term rates, and more.
401k/TSP Rollovers
Are you concerned about losing your money to market volatility? Can your account withstand a market correction? Are you interested in giving your account a financial boost that doesn’t require you to contribute more? Are you interested in tax-free growth?
Annuities
Would receiving an infinite passive income stream, in addition to social security, be ideal for your retirement? If you have a 401k and are considering rolling it over, let SHFS show you the many options our clients are pleased with.
High-income Earners
Do you have a 5-year retirement plan?
Did you know you could triple your account contribution after paying into a 5-year retirement plan?
Free Financial Analysis
SHFS’s business model is centered around education. They take pride in conducting deep dives with their clients using complimentary consultations.
Children's Fund
Saving for your child’s future is one of the most selfless parental acts of kindness. Giving them a financial headstart is super beneficial. The problem is, most aren’t aware of the options that allow tax-free growth with benefits and flexibility. It is all about positioning coupled with making timely contributions.
Business Owners
Shateka specializes in various Life Insurance solutions to serve various financial security needs such as: permanent family protection, wealth transfer, mortgage protection, As-Tax Shelter, Cash Value Plans, Term Insurance, and more.
Careers
We’re a team of licensed professionals providing stellar, mastery configurations to solve our clients’ most complex financial security needs using best-in-class carriers.
Financial Literacy
The real truth is that Financial Literacy is crucial to a successful and stress-free life.
You would be amazed how intelligent people are often times oblivious to how the financial products of America actually work. Even lawyers and doctors have plenty to learn about how their money is actually being used.
So if you or an organization you represent would like a free financial literacy educational program provided for you, please inquire below and schedule a phone call or consultation and let’s learn about money!
Community
Looking for a community of retirement-focused individuals? You’re in the right place with these like-minded future retirees. Bring your retirement tips, questions, and concerns.
Client retention
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SERVICE ONE
Retirement Planning
We educate you on tax-free, lifetime income strategies to best suit your retirement needs. Download our free retirement checklist. Do you have a 5-year retirement plan? Ask about our 5-yr contribution strategy.
SERVICE TWO
Life Insurance
Shateka specializes in various Life Insurance solutions to serve various financial security needs such as: permanent family protection, wealth transfer, mortgage protection, As-Tax Shelter, Cash Value Plans, Term Insurance, and more.
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Let's Talk About Your Retirement Goals
Learn How to position your money for full-time retirement for never-ending, tax-free income.
