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

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About The Author

Michael Shea, CFP, EA

Michael is the owner of True Equity Wealth Management LLC a fee-only registered investment advisory firm. He is a CERTIFIED FINANCIAL PLANNERâ„¢ and Enrolled Agent who enjoys helping people organize and manage their finances. Michael’s practice is focused on serving high net worth individuals, executives, and business owners with their financial planning, investment, and tax matters.