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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.

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.