Cindy Schofield

Owner and Founder

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Cindy Schofield, Owner and Founder, brings over 25 years of experience in retirement planning, estate planning, and business succession strategies.

Throughout her career, Cindy has worked across diverse markets, including:

  • Middle-income families seeking foundational financial protection
  • Business owners navigating growth, risk management, and succession
  • Ultra-affluent clients collaborating with international banks and financial institutions to position advanced wealth protection strategies
Her experience in both domestic and international wealth environments provides a broad perspective — combining practical, everyday planning solutions with sophisticated asset protection strategies.

Cindy’s philosophy is simple:
Insight becomes Protection.

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