* 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 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:
Help You Set Goals
Gather All the Family and Financial Data
Analyze All Your Information
Prepare Your Personal Financial Plan
Implement Your Plan
Monitor the Results
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
We provide investment advisory services that assist clients to reduce taxes, minimize risk, maximize growth, eliminate the fear of financial loss, and retire comfortably.
Quality asset allocation, income allocation and tax allocation advice
Investment structures to help manage risk and seek absolute return
Tax-Efficient income planning
Investment strategies designed to provide opportunities for growth
Financial solutions designed to help throughout a lifetime
“Who is most at risk? People who don’t have much else in the way of assets other than their retirement accounts, as well as those with million-dollar IRAs, are most in danger of losing their savings due to the combination of taxes I’ve described.” ~ Ed Slott, National Tax Expert & Author, “The Retirement Savings Time Bomb”
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
Investment advisory services offered through First American National Investment Advisors, LLC, a registered investment advisor, and member SEC. 11340 Lakefield Dr., Suite 200, Johns Creek, GA 30097, (770) 814-4235
Shea WealthCare and First American National Investment Advisors are independently owned and operated.
First American National Investment Advisors is not responsible or liable for ancillary products or services offered by Shea WealthCare.
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 American National Investment Advisors.