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

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 Strategies
April 29, 2021

Learn money saving strategies for children and how to use tax advantage accounts for their benefit.

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How Much Does An Advisor Cost? Typical Financial Advisor Fees Explained
April 8, 2021

How do financial advisors justify their fees?

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How an HSA Can Help with Healthcare Costs in Retirement
March 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.

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