Personalized Protection & Wealth Strategies Made Simple
We help families, retirees, and business owners safeguard what matters most with clear guidance, smart life insurance, long-term care, retirement income planning, and investment strategies — all designed around your goals, without confusion or pressure.
Strategic
Protection
Build a clear financial strategy that aligns life insurance, retirement income, and asset protection.
Personalized
Planning
Every recommendation is designed around your goals, risk tolerance, family needs, and long-term vision.
Ongoing
Reviews
Your strategy evolves as your life changes with annual or semi-annual reviews to keep everything aligned.
Education First Guidance
We explain your options clearly so you can make confident decisions without pressure or confusion.
Strategic Financial Protection, Built Around You
At Infoshield-USA, we design coordinated protection and wealth strategies that help you secure income, protect assets, and plan confidently for the future. We don’t sell isolated products. We build structured financial plans that work together with long-term guidance and support.
Strategic Protection
Build a clear financial strategy tailored to your specific needs, that aligns life insurance, retirement income, and asset protection.
Retirement Planning.
Plan for a stable and comfortable retirement with strategies that help you build, manage, and protect your long-term savings.
Wealth & Financial Guidance
Recieve personalized financial advice designed to help you make smarter decisions, grow your assets, and stay on track toward your financial goals.
Long-term Care & Asset Protection
Build a strong financial foundation with solutions that focus on protection, stability, and long-term financial confidence.
Protection Shouldn’t Be Complicated, But It Must Be Strategic.
Most people think they’re financially protected. Protection isn’t just having a policy. It’s having a structured plan that combines insurance and retirement income strategies, long-term care planning, and tailored investments aligned around your risk tolerance and goals. At Infoshield-USA, we help you step back, assess the full picture, and create a strategy that protects your income and assets, allowing you to leave the legacy you envision for your family.
Let’s Plan Your Financial Protection
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!
Meet Your Advisors
Alexander Jones
As a dedicated Financial Advisor, my mission is to empower individuals and families with personalized financial strategies that align with their unique goals and aspirations. I am committed to acting with integrity, transparency, and unwavering dedication to my clients' best interests and goals.
Erez S. Cohen
As a wealth management advisor, I lead with integrity, always putting your best interests first. My mission is to support you as you prepare for retirement with clarity and confidence, simplify complex financial decisions and provide honest, transparent guidance. My goal is to help you achieve security, stability, and peace of mind in retirement.
Trusted by Families and Professionals
Our clients rely on us for clear guidance, personalized strategies, and financial protection that truly makes a difference.
“Infoshield-USA helped me understand my life insurance options without pressure. The process was simple, and I now feel confident knowing my family is protected..”
Larry Schwartz, Attorney
“I was confused about retirement planning before working with them. They explained everything clearly and helped me choose a plan that truly fits my goals.”
Beth Williams, Teacher
“They took the time to understand my situation and recommended the right protection plan. I appreciate the honesty and professionalism.”
George Davenport, Retired Civil Engineer
“Getting the right insurance coverage was something I had delayed for years. Their team made the entire experience easy and stress-free.”
Sam Jones, Orthopaedic Surgeon