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Thank You

Thank you for considering Shea WealthCare.  We will contact you shortly.

Standard of Living

Nowadays, people are living longer so retirees are spending 30 years or more in retirement.

  • Determine your current situation.
  • Obtain the current value of regular accounts, pension plans, IRAs, and company tax-deferred savings plans
  • Plan ahead if you want to elevate, or at least maintain your standard of living going forward.
  • Invest in tax-deferred savings plans and tax-efficient sources to achieve your desired outcome for retirement.
  • Estimate your future Social Security benefits.

Shea WealthCare will work closely with you to review all pertinent information and goals, resulting in a personal roadmap that will get you where you plan to be (not just where you hope to be).

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

Financial Concepts

The Wealthy

  • Know what true wealth is
  • DO things that most of us WON’T
  • Know that so-called ‘secrets’ are not secrets, they have been around for thousands of years!
  • Know the first step is to eliminate and not take on debt
  • Use advisors – accounting, financial, legal
  • Know how to eliminate financial stress
  • Know creating a plan is the only truly effective way to start to achieve wealth

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

 As a client of Shea WealthCare, WE WANT YOU TO CONTACT US WITH YOUR “HERE’S WHAT WE’RE THINKING ABOUT DOING” QUESTIONS, NOT YOUR “GUESS WHAT WE JUST DID” COMMENTS! So ask us now, months or even years before your actual retirement date.

Investment services

We specialize in providing quality investment advisory services designed to take the mystery out of investing.

We can help you execute a sound financial strategy utilizing the following Investment products and services:

• 401(k) / 403(b) Rollovers
• IRA’s / Roth IRA’s
• Fixed Index Annuities
• Managed Investment Accounts

Contact us today to learn more.

 

Contact Us

Contact Shea WealthCare directly or use the contact form below to get started planning your retirement.

Jack Shea
3939 Teasley Lane #243
Denton, TX 76210

jack@sheawealthcare.com
(940) 218-1878

 

Contact

We would love to hear from you! Please fill out this form and we will get in touch with you shortly.