Insurance services – sheawealthcare.com

We can help you execute a sound tax-efficient savings program, designed to protect your assets, utilizing the following Insurance products* and services:

• 401(k) / 403(b) Rollovers
• IRA’s / Roth IRA’s
• Fixed Index Annuities
• Life Insurance

You need to plan today for your worry-free retirement tomorrow. To arrange a Courtesy Interview, contact us, call, or email Jack@SheaWealthCare.com.

* No charges are made by Shea WealthCare for Insurance services as we may receive commission based compensation. Product providers may have charges as set forth in the applicable Prospectus(es), illustrations, and/or other disclosure documents which are presented to clients at the time of application, if not before.

Shea Wealthcare is a financial services company that specializes in asset protection and retirement income products and services. Jack Shea is the principal owner of Shea Wealthcare. Shea Wealthcare only offers insurance products and services in states where licensed to do so.

Investment advisory services are offered through First Advisors National, LLC (“FAN Advisors”). FAN Advisors is an investment advisor firm registered pursuant to the regulations of the U.S. Securities and Exchange Commission(SEC). Jack Shea is an investment advisor representative of FAN Advisors and is registered to only offer specific advisory services through FAN Advisors.

FAN Advisors does not offer insurance services. The FAN Advisors written disclosure document is available upon request; please review it for details regarding advisory services.FAN Advisors and Shea Wealthcare are independently owned and operated.

Jack Shea is insurance licensed in TX (License #784555).