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
* 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.