EBOOK: FINANCIAL PLANNING GUIDE

FREE eBook:
6 Money Tips to Accomplish Your Financial Goals

  • What goals do I focus on?
  • How much savings do I need?
  • How do I invest in the stock market?
  • What kind of accounts can I use?
  • What to consider when looking at your employee benefits
  • How to take advantage of your insurance options
  • Learn what you need to know about estate planning

Sign Up Now To Get Your Copy

You may unsubscribe from emails at any time
About The Author

Michael Shea, CFP, EA

Michael is a CERTIFIED FINANCIAL PLANNER and Enrolled Agent with Applied Capital. Michael’s practice is focused on serving high net worth individuals, executives, and business owners with their financial planning, investment, and tax matters.