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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 Shea WealthCare to you.  They can help you plan your retirement by setting a professional plan designed to increase your benefits without increasing your budget. Their website is SheaWealthCare.com.

(Your Personal Message)

Regards,

(Your Name)

Refer A Friend

Protect Your WEALTH!

The Shea WealthCare Difference


WHY YOU?
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 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 Jack@SheaWealthCare.com.