Michael J. Shea. CFP®, EA

Welcome! I help individuals and small businesses with financial planning, investments, and insurance.

Services

FINANCIAL PLANNING

Where are you now? Where do you want to go? Let’s develop a plan to get you there.

INVESTMENT MANAGEMENT

Full service investment management with access to low-cost, tax efficient portfolios.

RISK MANAGEMENT

Develop a risk management strategy to ensure that your loved ones are taken care of.

About

This blog is intended to be an educational resource and provide knowledge to business owners and executives around financial planning and investing.

I am a CERTIFIED FINANCIAL PLANNER® and enrolled agent with Applied Capital. We are a registered investment advisory firm with locations in Nashville, Tennessee and Little Rock, Arkansas serving clients nationwide.

My practice is focused on serving business owners and executives.

I help them develop an easy to follow action plan to accomplish their financial goals.

Free E-Book Download:

6 Money Tips to Accomplish Your Financial Goals

Increase Your Knowledge

How to Become a Successful Entrepreneur
June 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
What Does Every Business Need?
June 24, 2021

There are many different aspects of a business, but I want to focus on the ones that really matter and translate into revenue.

Read More
How Can You Retire Early?
June 24, 2021

The biggest factor in your success will be your ability to save and invest a portion of your income over long periods of time.

Read More
Retirement Planning Checklist
June 23, 2021

The majority of retirement planning comes down to saving. Outside of that, one should create a retirement checklist to monitor other areas.

Read More