Shea Financial Services

Dave and Michael Shea provide your retirement income advice and manage the planning process. Because Shea Financial Services is fully independent, we're not paid to promote products and services from specific companies. That gives you access to many different tools to help achieve your goals across retirement planning, investments and insurance.

You deserve the life and retirement of your dreams - and you deserve a financial planner who can help you achieve both. We bring clarity and organization to your financial life. When you work with us, you'll get full insight into your income, investments, insurance, taxes, and everything in between.

At Shea Financial Services, our four-step process is designed to understand your goals, figure out how best to accomplish them, and partner with you to help make those goals a reality. We know there are a lot of uncertainties around retirement, so we want to share how our entire four-step process works, from the minute you pick up the phone and call us at (440) 897- 9828.

Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.

Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.