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Our Story

Let’s Optimize Your

Plan For Retirement

For years the “buy and hold” (buy and hope!) method of retirement planning has been the rule of thumb for many pre-retirees.

Today’s volatile up and down cycles make “buy and hold” a thing of the past. Let's discuss the new best practices.

Jack Shea

Founder, Shea WealthCare

Investment Advisor.
35+ Years.
Social Security.
Investments.
Insurance.
Financial Services.
All Things Retirement.

The experience to form fit a plan to achieve your retirement goals.

Now Is The Time

Develop retirement plans that maximize Social Security, manage and protect cash flow, and increase tax free income.
Every family should be well-informed about retirement options.

Financial Security

One of Jack's specialties is helping couples enjoy retirement all the while helping to provide a financial security which parallels leaving a legacy behind for any loved ones.

Passion

Jack has lived in Texas since his family moved here from Dayton, Ohio in 1980. Most of his life he has served in the financial services industry and his passion lies in helping people who are near retirement or actively in the process of the transition.

Credentialed

Jack holds Texas life and accident and health licenses (#784555), holds a Series 65 license and is registered as an Investment Advisor Representative with the U.S. Securities and Exchange Commission (SEC).

Problem Solver

The client and their family

come first.

In 1984 Jack started his financial career with A. L. Williams and later became the financial services representative in Dallas, TX branch of PlanMember Securities Corporation. Always looking for ways to help the client, Jack realized that mutual fund managers were limited in the tactical management assistance that they could offer families. He decided to go with First Advisors National, LLC to give the proper help and guidance that many families needed in determining their retirement goals.

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