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Refer A Friend

This form will send your friend a message that contains this text plus your entry in the personal message field.

Hi (Friend’s Name),

This is your friend, (Your Name) and I am recommending Jack Shea of Shea WealthCare to you.  They can help you obtain protection, growth and income of your assets, and design a personalized plan that could increase your net worth, usually without increasing your budget.

Their phone number is 940-218-1878, email and their website is

(Your Personal Message)


(Your Name)

Refer A Friend

Protect Your WEALTH!

The Shea WealthCare Difference

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.

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.

You need to plan today for your worry-free retirement tomorrow.

Schedule your confidential Courtesy Interview, contact us today!

financial advisorEssentially, MONEY!

“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”

To discuss your tax strategy, schedule a Courtesy Interview with us. Please contact us, call, or email