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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.