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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.

Insurance services

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.

Professional Financial Planning

Professional Financial Planning is not merely a Report – it is a carefully structured Process

  • Designed to eliminate fear
  • Strategy for success
  • Roadmap to the retirement of your dreams

Our Client Centered Professional Services include:

  1. Help You Set Goals
  2. Gather All the Family and Financial Data
  3. Analyze All Your Information
  4. Prepare Your Personal Financial Plan
  5. Implement Your Plan*
  6. Monitor the Results
  7. Continued Information

Your assurance of 100% Satisfaction with your personal Financial Plan – or we refund all the fee paid!

Take action now to develop and implement your Plan.  Shea WealthCare will help you actively personalize and utilize your Plan through regular reviews and relevant adjustments aligned with economic conditions.  We will keep you up-to-date and on track, according to our motto, “We’ll Get You There!”.

“In all things, success depends upon previous preparation, and without such preparation, there is to be such failure.”
~ Confucius (551-479 BC), philosopher

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 planning clients are not obligated to purchase securities or insurance products through Shea WealthCare.  Purchases utilizing our Registered Investment Advisor and/or Insurance services may result in Shea WealthCare receiving commission based compensation in addition to any planning fees paid by our client.

Protect Your WEALTH!

The Shea WealthCare Difference


WHY YOU?
You want to improve your standard of living in retirement and leave a lasting legacy, one that will make a difference for generations to come.

WHY US?
We help you significantly increase your retirement income, cut taxes, particpate in market type gains without fear of loss, without increasing your budget. We work with your Attorney and CPA to establish your perfect plan, and expertly implement it for you.

WHY NOW?
You need to plan today for your worry-free retirement tomorrow.

Schedule your confidential Courtesy Interview, contact us today!

financial advisorEssentially, MONEY!

“The IRS is waiting to grab up to 90% of your hard-earned retirement savings ~ it’s absolutely critical that you understand the tax laws and rules.”
~ Ed Slott, National Tax Expert & Author “The Retirement Savings Time Bomb”

To discuss your tax strategy, schedule a Courtesy Interview with us. Please contact us, call, or email Jack@SheaWealthCare.com.