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 Invest $100k to Make $1 MillionJune 17, 2021
Looking to turn your $100k into $1 Million? Learn how to invest your savings to meet your goals and plan for the future.Read More
Roth IRA vs. Investment Account: Which Is Right For Your Savings Plan?June 14, 2021
Learn about the benefits of each account and how to use them to your advantage.Read More
Social Security Benefits After DivorceJune 8, 2021
After a divorce, your ex-spouse can file a social security benefits claim under your record if they meet certain criteria.Read More