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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.

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, 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”

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.