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 Invest $100k to Make $1 Million
June 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.

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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.

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What Is A High Yield Savings Account?
June 8, 2021

High yield savings accounts are considered one of the safest accounts to store your money, but there are some drawbacks.

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Social Security Benefits After Divorce
June 8, 2021

After a divorce, your ex-spouse can file a social security benefits claim under your record if they meet certain criteria.

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