Marcia Shieldknight, Co-Founder and Principal
marcia.shieldknight@livingwealthadvisors.com
O:  (404) 793-2137
M:  (806) 674-3761

Ms. Shieldknight actively has been engaged in the financial services industry throughout her career beginning in 1982. During her practice, Ms. Shieldknight has advised numerous clients regarding their personal financial matters, with particular emphasis on both estate planning and wealth management. From her offices in Texas, her initial clients were predominately individuals and families involved in oil and gas, farming, ranching, and closely held businesses. To accomplish long term success with multiple generations, Ms. Shieldknight has developed a vast knowledge and awareness of the implementation of a wide array of business practices and tools.

To accomplish proper estate planning (to implement successfully a client’s wishes in accumulating, conserving, and transferring properties to their heirs) requires an active, ongoing familiarity with a client’s changing assets, family situations, and business cycles. With that focus, Marcia accumulated a clientele who enjoyed the freedom to pursue their family and business successes while being assured that their estate wishes were continually updated and monitored.

The analytical tools and techniques utilized by Ms. Shieldknight in servicing her clients include the following: (1) analyzing, implementing and monitoring all aspects of comprehensive estate plans such as wills, trusts and life insurance arrangements; (2) analyzing, monitoring and adopting strategies to meet a client’s liquidity needs, including implementing tax qualified retirement plans, personal liquidity accounts, salary contribution agreements and long-term care planning; (3) structuring business succession plans using tools such as buy/sell agreement, partner/family purchase agreement and business sales to third parties; and (4) effectuating the charitable wishes through regular gifting and charitable trusts.

In addition to her work with individual clients, Ms. Shieldknight provided estate planning seminars and other educational programs to banks and charitable throughout Texas and the region. She was endorsed and approved by the Independent Bankers Association of Texas, through the National Institute of Estate Planners, to provide this education to their members.

In other business endeavors, Ms. Shieldknight is currently the President and Chairman of the Board of a private investment group. She is also Co-Chairman of the Board of a company that provides services to hedge funds, investors and other participants in the life settlement industry relating to purchase, sale and servicing of portfolios of life insurance policies.