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
Is There a Limit on Employer Contributions to a 401(k)?May 13, 2021
Employer 401(k) contributions are usually limited by their matching and profit-sharing calculations. Adoption Agreement The adoption agreement of the 401(k) will... Read More
How to Save Money for Your Children by Using Bucket StrategiesApril 29, 2021
Learn money saving strategies for children and how to use tax advantage accounts for their benefit.Read More
How Much Does An Advisor Cost? Typical Financial Advisor Fees ExplainedApril 8, 2021
How do financial advisors justify their fees?Read More
How an HSA Can Help with Healthcare Costs in RetirementMarch 19, 2021
One of the most important things to think about prior to retirement is long-term care and healthcare costs. Preparing for retirement requires consistent savings, investing that savings, and managing expenses and lifestyle in retirement. AN HSA account can help with these expenses.Read More