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YOU CAN LAUGH AT MONEY WORRIES–IF YOU FOLLOW THIS SIMPLE PLAN

Wealthy individuals who have achieved various levels of financial freedom have discovered the secret to eliminating money worries.

It is so simple, but not necessarily easy, to be wise about managing your money. 

Once you decide that you are truly tired of money worries, you must start and then religiously follow this simple plan to achieve the first level of financial stability:

1.     Get out of debt
2.     Stay out of debt
3.     Save more than you spend
4.     Have enough assets to pay your expenses for at least 3 months
5.     Have hospitalization, life insurance and disability insurance to protect your lifestyle in case of death or disability

At this point your money worries should be long gone! 

You have gained peace of mind knowing your family’s lifestyle will not be compromised in case you have to locate new sources of income. 

You might even become so enthused while listening to Johnny Paycheck’s “Take This Job and Shove It”, that you actually do quit that JOB, and set your sights on accomplishing your very fondest dreams.

Shea WealthCare – We’ll Get You There!

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.

Our Services

We provide investment advisory services that assist clients to reduce taxes, minimize risk, maximize growth, eliminate the fear of financial loss, and retire comfortably.

Benefits:

  • Quality asset 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”

You choose the service(s) you want.

“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.