Michael Shea (CFP®, EA)

Michael Shea focuses in the
following client markets or areas of practice:

AUM

Baby Boomers

Business Owners

Cash Flow/Budgets/Credit Issues

Charitable Giving

College/Education Planning

Planning Specialties

We focus on comprehensive financial planning and investment management for individuals and business owners. This can include budgeting, retirement, investments, insurance, tax planning, and estate planning. We help you identify your goals and develop a plan to get you there through periodic review meetings for added accountability. We track and manage tasks for clients, so they always know what is going on and where they stand financially.