Michael J. Shea. CFP®, EA
Welcome! I help individuals and small businesses with financial planning, investments, and insurance.
Where are you now? Where do you want to go? Let’s develop a plan to get you there.
Full service investment management with access to low-cost, tax efficient portfolios.
Develop a risk management strategy to ensure that your loved ones are taken care of.
Increase Your Knowledge
How to Become a Successful EntrepreneurJune 29, 2021
The first step in becoming a successful entrepreneur is learning how to save money. The majority of businesses fail because of this. If you can support yourself financially as you get started, you will be setting yourself up for success.Read More