WEALTHSHIELD FRAMEWORK

A modern, multi-disciplinary approach to building, preserving, and protecting wealth for high-performing individuals and business owners.

Structuring Assets for Growth and Tax Control

Why We Created the WealthShield Framework

In today’s complex financial landscape, protecting your wealth is just as critical as building it. The WealthShield Framework is KG Financial Consulting’s signature process designed to help high-performing individuals and business owners minimize tax exposure, optimize asset structure, and build sustainable financial strategies for the future.

This integrated approach combines forward-thinking tax strategies, advanced financial planning, and coordinated implementation across disciplines to reduce risk, enhance liquidity, and support legacy goals.

What the Framework Delivers

  • Strategic Tax Planning

    Strategic tax minimization with forward-looking planning

  • Entity & Asset Structuring

    Asset structuring using LLCs, S Corps, and Trusts

  • Insurance & Risk Management

    Customized insurance-based risk management

  • Informed Strategies

    Tax-informed investment and liquidity strategies

  • Retirement & Income Planning

    Qualified retirement design (Defined Benefit & Executive Bonus plans)

  • Legacy & Wealth Transfer

    Long-term wealth accumulation and legacy coordination

Financial Planning Team

From structuring qualified plans and designing insurance-based tax shelters, to navigating market volatility and preparing for legacy transfers—this team brings both deep expertise and strategic creativity.

 Financial Planning Team

  • William Vincent

    AGENCY PRESIDENT

    Managing Partner, GWFS

    With over 30 years of experience, William helps pre-retirees, business owners, and high-income professionals create personalized strategies for retirement, investment growth, and legacy planning. He leads a team committed to delivering trusted, relationship-based guidance with a focus on long-term wealth preservation and community impact.

  • Kalif Gallego

    Managing Partner, KG Financial

    With over 17 years of experience, Kalif helps high-income earners and business owners protect and grow their wealth through personalized strategies in tax reduction, retirement planning, and estate coordination. He specializes in simplifying complex financial challenges with clear, actionable solutions designed to preserve wealth, reduce liability, and build long-term security.

  • Michael Epps

    Managing Partner, M.A. Epps & Associates

    With over 25 years in finance, Michael works with high-net-worth individuals and business owners to create strategic solutions for retirement income, estate preservation, and tax efficiency. Drawing on his background as a CFO and financial executive, he helps clients turn complex financial questions into clear, goal-driven plans for long-term security.

  • La-Deidra Blake

    Operations Specialist

    La-Deidra plays a vital role in both client service and back-end operations—ensuring that financial strategies are not just planned, but fully implemented. With a background in finance, consulting, and education, she brings precision and care to every step of the planning process.

MEET YOUR TEAM

CPA & Tax Strategy Team

With decades of combined experience in advanced tax planning, Shona and Jay specialize in proactive, compliant strategies that work across industries and entity types. They ensure every move is backed by the latest tax code and supported with audit-ready documentation.

  • Shona Bell

    FOUNDER CPA & Co-Founder

    Meet Shona Bell, CPA—Your Key to Empowering Small Businesses Beyond Traditional Accounting.

    With over 20 years in corporate accounting and a passion for helping small business owners, Shona equips clients to unlock financial independence through proactive strategies that go beyond the numbers. More than just tax savings, her work fosters true freedom to pursue a life of meaning and impact.

  • JAY MOORE

    CPA & Co-Founder

    Jay Moore, CPA: Rethink Financial Freedom with the Accountant Who Challenges Conventions.

    Dubbed 'the healthy accountant,' Jay merges financial strategy with wellness, redefining what it means to lead a purpose-driven life. Known for his unconventional approach, Jay inspires clients to break free from financial norms and explore opportunities for growth that reach beyond traditional goals.

Ready to Protect and Elevate Your Wealth?

The WealthShield Framework is more than a strategy—it’s a commitment to helping you preserve what you’ve built, while positioning you to thrive. Schedule your consultation to learn how we can structure your assets for growth, protection, and long-term tax control.