Shea Financial Advisors
Shea Financial Advisors is an independent, fee-only tax, financial and investment advisor located in New Canaan, CT. I specialize in working with individuals looking for a practical, comprehensive approach to investment, tax and financial planning.
My open retainer plan is designed to transform your present financial situation - based on your goals, needs and future requirements - into a detailed, practical and usable action plan. Recommendations will aim to maximize your financial results and help achieve your goals by integrating tax, investment, financial, business and estate matters in an efficient manner.