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Standard of Living

Nowadays, people are living longer so retirees are spending 30 years or more in retirement.

  • Determine your current situation.
  • Obtain the current value of regular accounts, pension plans, IRAs, and company tax-deferred savings plans
  • Plan ahead if you want to elevate, or at least maintain your standard of living going forward.
  • Invest in tax-deferred savings plans and tax-efficient sources to achieve your desired outcome for retirement.
  • Estimate your future Social Security benefits.

Shea WealthCare will work closely with you to review all pertinent information and goals, resulting in a personal roadmap that will get you where you plan to be (not just where you hope to be).

 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 Concepts

The Wealthy

  • Know what true wealth is
  • DO things that most of us WON’T
  • Know that so-called ‘secrets’ are not secrets, they have been around for thousands of years!
  • Know the first step is to eliminate and not take on debt
  • Use advisors – accounting, financial, legal
  • Know how to eliminate financial stress
  • Know creating a plan is the only truly effective way to start to achieve wealth

You need to plan today for your worry-free retirement tomorrow. To arrange a Courtesy Interview, contact us, call, or email Jack@SheaWealthCare.com.

 As a client of Shea WealthCare, WE WANT YOU TO CONTACT US WITH YOUR “HERE’S WHAT WE’RE THINKING ABOUT DOING” QUESTIONS, NOT YOUR “GUESS WHAT WE JUST DID” COMMENTS! So ask us now, months or even years before your actual retirement date.

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.