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Home > About Us Home

About Us


What does it mean to be an Independent Financial Coach?
We do not represent nor favor any particular carrier; therefore, we will always be able to provide you with the coverage you deserve at the minimum out of pocket expenses! We work with more than 30 top-rated insurance companies to get you the best rates. Let us do the work in finding you the most suitable insurance policy and save you time and money.

What Is a Financial Coach?

A financial coach is someone who will help you understand the basics of personal or business finance and help you develop and maintain healthy financial habits. Our main job is to empower you our clients to reach your financial goals and learn how to handle your finances responsibly. We typically work with clients who want to save money, create a budget, pay off debt, or just improve their financial outlook. Financial coaches tend to focus on fundamental financial needs and usually take a more personal, hands-on approach to working with clients. In the beginning, you’ll lay out your financial goals and work together as a team to create a plan that helps you meet them.


A Financial Coach can have a positive impact on your financial well–being and your life in several ways:

  • Focuses on improving short-term and long-term financial goals;
  • Facilitates clients to set and achieve financial programs; and
  • Helps clients practice new behaviors and monitors those behaviors over time.

Goals of Financial Coaching:

  • Achieve client-defined goals
  • Address immediate issues
  • Support specific actions to meet goals
  • Improve financial situations
  • Change financial behaviors
  • Facilitate decision-making
  • Provide tools, resources, and referrals

 

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Alvin Henderson strives to educate individuals and small businesses on how money works so they can make informed decisions about how to take control of their finances. He accomplishes this mission by helping individuals and business owners to learn the principles of personal and business finance, reduce their debt, plan for the unexpected, and gain access to appropriate financial products and services. He puts the needs of his clients first by helping them understand their financial needs and retirement options, where they are now, and create a plan for where they want to go.

Alvin has a Bachelors of Science in Business Administration, holds a Series 6 license and maintains Life, Health, and General Lines (Property and Casualty) insurance licenses. He also holds professional certification as a Certified Emergency Manager, Certified Fire Protection Specialist, and Certified Public Manager. He started into Emergency Services and serving his community as a volunteer firefighter in 1982. He worked through the ranks from Firefighter, Lieutenant, Captain, Assistant Chief, Deputy Chief and finally Chief. In 2003 Alvin transitioned from his municipal volunteer service to his career service at the County level. Again working through the ranks and serving as an Emergency Management Specialist, Division Chief, Deputy Chief and Chief positions. Additionally, Alvin has experience as a Director of Public Safety at both the County and Academic Institution levels. Since 2007, Alvin has served in career Emergency Services leadership positions, focusing on serving the community and providing for the health and safety of the First Responders.

 

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Guardian Shield Financial Group LLC
7541 Woodland Bend Circle
Fort Myers, FL 33912
Phone: (239) 240-9797
 

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