Who is BeneShield Financial?

BeneShield Financial, LLC is a boutique advisory firm specializing in capital consulting, retirement income planning, and project financing solutions for small businesses, all the way up to government sized projects, with deals that are difficult or impossible to get financed through a bank.  We are not brokers, but are advisors with access to  private wealth through which we conduct  100% of our business.  Through our relationships, we handle the capital needs for projects with a minimum of $100 million USD in value.

Our Team

Angella Kelly - International Relations and Business Development Coordinator 
Angella is our Caribbean Business Development Coordinator who specializes in relationship building and is our government liaison between BeneShield Financial and the island nations of the beautiful Caribbean, as well as Central America.  An advisor to the highest levels of governments in the Caribbean, she is a hard working and invaluable member of the team.  Angella brings a wonderful dedication and skill level to BeneShield Financial, LLC.
​Andrew Eros, Managing Partner - Project Finance, Corporate Strategy & Pilot
Aerospace Engineer & Entrepreneur, A family man from Texas, Andrew brings a wealth of entrepreneurial and growth experience to the team with his acute business sense and acumen for reading between the lines on a project.  Andrew is an incredible team mate and sincerely puts the clients first in every single scenario.  As one of BeneShield's greatest assets, his "people first" approach to our operations really exemplifies the true soul of why BeneShield was founded, and what we stand for today.
Jeffrey D. Sokol, Managing Partner & Founder - Project Finance in Oil & Gas, Income Consulting, and M&A
The founder of BeneShield Financial, LLC, Jeff holds an insurance license for the purposes of using insurance as a retirement planning vehicle when necessary.  He went to school at the University of Louisiana, and holds certificates in Corporate Finance and Mergers & Acquisitions.  Sokol is the author of several books, the latest being "Smart Wealth Secrets," which details a plan for a safer retirement planning experience.

More about the Founder

"We all decide whether we want a life of ease and pleasure, or a life of service, with tough but impactful choices and adventure.  When I'm on my death bed, I want to be able to look back on a life of impactful service and adventure." ~ Jeff Sokol
(available on Amazon)
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Jeff Sokol, a native of Louisiana and a current resident of the State of Montana, built his career on the bases of both industrial applications in the oil and gas industry, and finance.  He is a third generation oil and gas executive and downhole expert and investor, with over 10 years of field experience.  

He started his financial career in 2001, working in the World Trade Center for a corresponding equities division of UBS Paine Webber.  Shortly after 9/11, while investing in oil and gas industry equipment and sales, he began his work in personal finance and retirement planning.  

Today, Jeff specializes in consulting with medium sized companies in mergers and acquisitions and project finance.  He has made many high level banking relationships internationally, and works tirelessly on helping to finance as many large scale projects as possible, with a minimum of $100 million USD in capital needs.

"I find fulfillment in the fact that when we fund projects, jobs are created, and families get to thrive.  Being a part of that, even in a small way, makes the late nights and early mornings worth it..." says Sokol.

Jeff is the author of books on Entrepreneurship, Wealth Creation, and Personal Finance, with his latest book in 2018 called "Smart Wealth Secrets."  The book was written to shine a light on the unethical side of the retirement planning industry, and shows how people can never lose money in their retirement portfolio again, and still have amazing gains.   He was sick after watching his friends and colleagues lose their life savings in 401k's in 2008/2009, and this helped to shape his ethics around never doing financial harm to anyone, and to treat every person involved with a transaction, with the mindset of a fiduciary.  Feel free to contact Jeff though the Contact page if you lost money and need a plan to recoup the losses.

Jeff has been selling products and operating online for over 20 years, helping people to succeed and even coaching people to success without charge.  He has opened his home to those in need, and helped people work through serious life struggles to find success and fulfillment in life.  In an effort to further make a positive impact on the world, Jeff was invited to, and accepted the invitation to join the highly esteemed and prestigious Financial Policy Council in New York City.

His hobbies include outdoors activities such as hunting and fishing, as well as camping and living a Montana mountain lifestyle, and teaching his children to see and love God's Creation.  Though a skilled outdoorsman and avid hunter, Jeff is also a hobby permaculture designer as well, doing the work for free in many cases as communities are in need of the skill, while his long term goals include opening holistic rehabilitation/education centers for the homeless, centered around permaculture and Christ.   

He lives in the NW Mountains of Montana, near Glacier National Park, with his wife and four children and attends St. Matthew's Catholic Church, and is a member of the Knights of Columbus.

"There is nothing more important to me than to leave my children a legacy of a strong character.  Our children are always watching, learning, and downloading how to be a person in this world.  The best thing we can do for the world is to be a positive role model for the next generation." - Jeff Sokol
*BeneShield Financial, LLC is not a US Securities broker-dealer, nor does it operate in any capacity or engage in any business which would require a broker-dealer registration or a registered investment advisor. 
Due to COVID-19 - All Meetings are Currently Being Held on either Zoom or Skype Conference Calls Until Further Notice
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PRIVACY POLICY - DISCLAIMER - © COPYRIGHT 2022. ALL RIGHTS RESERVED.
BeneShield Financial, LLC and its founder, associates, and employees make no guarantees of funding or returns on investment.  Nothing on this website should be considered financial advice.  We make no claims, warranties, or guarantees of any third part results posted.  If you do invest in a listed opportunity, you do so solely at your own financial risk having done all of your own due diligence on the matter.  All investing is risky, such as 401k and mutual fund losses in 2008 proved to many would be retirees.  Do not invest more than you can afford to lose and still maintain 3-6 months of bills or emergency funds.  Nowadays sitting in cash is a guaranteed major loss due to inflation.  We work to ensure solid investment strategies for your retirement, but nothing is guaranteed and we assume zero responsibility or liability for your investment decisions, just like any investment bank will not assume responsibility for your losses.  Please note that past performance does not indicate or guarantee future results.