Shea Financial Services

At Shea Financial Services, we are a family-owned and operated business dedicated to helping individuals plan for a confident retirement. With over two generations of experience, our team of professionals is committed to providing personalized guidance and expertise to help you achieve your financial goals. Our approach is centered around understanding our clients' unique needs and creating tailored plans to secure their financial futures.

Our Services

At Shea Financial Services, we offer a wide range of services designed to help individuals achieve their financial goals. Our services include:

Retirement Planning: We help individuals create a comprehensive plan for retirement, taking into account their income needs, expenses, and goals. Our experts will work with you to develop a personalized strategy for achieving a confident retirement.

Estate Planning: Our estate planning services involve helping individuals plan for the distribution of their assets after they are gone. We can assist with creating wills, trusts, and other essential documents to ensure your wishes are respected.

Investment Planning: Our investment planning services are designed to help individuals grow their assets over time. We can help you create a diversified investment portfolio tailored to your risk tolerance, goals, and time horizon.

Insurance: We can assist with insurance needs, including life insurance, long-term care insurance, and other types of coverage to protect your financial future.

Tax Planning: Our tax planning services involve helping individuals minimize their tax liability and ensure compliance with tax laws and regulations.

Our Process

At Shea Financial Services, we take a comprehensive and personalized approach to financial planning. Our process involves:

• Understanding your financial goals and assumptions
• Conducting a thorough analysis of your financial situation
• Developing a customized plan for achieving your goals
• Ongoing monitoring and adjustments to ensure you stay on track

Our Value

At Shea Financial Services, we believe that every individual deserves a clear plan for a confident retirement. We are committed to providing personalized guidance and expertise to help you achieve your financial goals. Our services are designed to simplify the financial planning process and ensure you have the resources you need to live the retired life you've always imagined.

Meet Our Team

Our team of professionals is dedicated to helping individuals achieve their financial goals. Meet our team, including Dave Shea, President and Financial Advisor, Michael Shea, CFP Financial Planner, and Michele Shea, Office Administrator.