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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

* 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.

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.