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Investment advisory services offered through First Advisors National, a registered investment advisor, and member SEC. 716 Peachtree St. NE, #100, Atlanta, GA 30308 (770) 814-4235
Shea WealthCare and First Advisors National are independently owned and operated.
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Jack Shea is insurance licensed in CA (License #0G84371), KY, NC, NM and TX (License #784555).
The contents of this communication are not intended to be nor should it be treated as tax, legal, or accounting advice. Additional issues could exist that would affect the tax treatment of a specific transaction and, therefore, taxpayers should seek advice from an independent tax, legal or accounting advisor based on their particular circumstances before acting on any information presented. The views expressed in this article are those of the author and may not necessarily reflect those held by First Advisors National.