Get the Guide:
7 Steps
to Financial Independence
for
Mid-Career Professionals
Do what you want when you want…
Doesn’t that sound great?
to Financial Independence
In This Guide, We Cover:
Cash Flow Planning
Cash flow planning looks at the short-term and the long-term.
Tax-Deferred Investments
Are you contributing the maximum to your 401(k) or IRA? Maximize your tax savings through retirement accounts.
Education Savings
The magic of compounding means that the money you put away now will grow and reduce those college costs.
After-Tax Investing
Non-retirement investment accounts can help build flexibility into your financial plan.
Risk Management
Adequate insurance coverage is essential in helping protect your family and assets.
Estate Planning
Build and protect your legacy with estate planning.
Our 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.
Business Retirement Planning
Establishing a retirement plan for your business can be a great way to build a nest egg and save money on taxes.
Income Tax Planning
Taxes play a big role in your financial journey. Learn how you can save money in taxes.
Ready to Have a Discussion?
Contact us to book a financial consultation.
We will review your current financial condition, prioritize your goals, and provide you with recommendations.
About
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 PLANNER™ 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.
If you’d like an objective second opinion about your finances, please contact Michael Shea, a CERTIFIED FINANCIAL PLANNER™ and owner of True Equity Wealth Management LLC. Email him at [email protected] or fill out a contact form.
DISCLAIMER
This page is provided for informational purposes only. Such views are subject to change at any point without notice. The information in this site should not be considered investment or tax advice or a recommendation to buy or sell any types of securities. Some of our blogs or information therein have been obtained from third party sources believed to be reliable but such information is not guaranteed. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance. No reliance should be placed on, and no guarantee should be assumed from, any such statements or forecasts when making any investment decision.