Jack Shea, Manager & President
Founding Member, Investment Advisor Representative
Phone: (940) 218-1878
Jack is an Investment Advisor Representative with First Advisors National (FANRIA).
Along with his teammates at TriQuest USA, Jack is on a national mission to help one million families get out of debt and adding upwards of a million dollars or more to their future savings. Jack helps working Americans achieve financial security using proven financial strategies focused on eliminating debt, protecting against loss and taxation, increasing and safeguarding assets.
Jack offers tax favored strategies designed to help maximize Social Security and other income by designing retirement solutions that provide tax-efficient spend-down of their retirement assets, enabling them to fulfill their dreams, relax and enjoy their well earned security.
He graduated from the University of Dayton, Dayton, Ohio; and obtained his MBA from Xavier University, Cincinnati, Ohio.
Jack and his wife, Arlene, have two grown sons and three adorable grandchildren. Arlene is a selfless, wonderful woman, the love of his life, a marvelous contributor and helpmate.
Arlene Shea, Member
Founding Member, Adminstrator
Phone: (940) 218-1878
Arlene is dedicated to helping individuals and businesses with the administrative aspects of building their financial futures. Arlene is devoted to SheaWealthCare clients. To our clients, Arlene is a kind and motherly woman – trustworthy, helpful and dependable.
Maintaining a strong sense of family (3 wonderful grandchildren), and a solid professional foundation are very important to Arlene. Arlene enjoys reading a good mystery and vacationing at the beach, however, she is always happiest when she returns home.
Information Technology Consultant
Phone: (940) 218-1878
Jerry assists Shea WealthCare on a part time basis and is a major contributor to the information technology functions of our firm. He has an extensive background in consulting, computer programming, analysis and problem solving.
Jerry has a BA in Business Administration / Computer Science from Austin College where he maintained a major GPA of 3.9 based on a 4.0 scale.
Jerry devotes his quality time to his family, is sports oriented, and enjoys playing computer games as well as his many pinball machines.
Charlotte Braswell assists Shea WealthCare on a part time basis concentrating on back office service and procedures. We are grateful for her assistance.
She is a generous fun loving person who enjoys people, travel and bowling.
Charlotte has been a client for many years and is a good friend and neighbor.
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 ustoday!
“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”
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 Advisors National, a registered investment advisor, and member SEC. 716 Peachtree St. NE, #100, Atlanta, GA 30308 (770) 814-4235
Shea WealthCare and First Advisors National are independently owned and operated.
First Advisors National 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 Advisors National.