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eBook:

Boosting Retirement Savings & Minimizing Taxes

Click the download button below to get your copy!

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Are You Interested in Learning More?

Managing your money doesn’t have to be difficult or overwhelming. A lot of times we have the best of intentions to get started saving or investing for the future but then life gets in the way.

This is understandable because we’re all busy and have different priorities that need our attention.

We are here to help you.

We act as a long-term partner to simplify your decision-making process and help you implement your plan so you can get the most out of your money.

Services:

INVESTMENT MANAGEMENT

 

Full service investment management with access to low-cost, tax efficient portfolios.

FINANCIAL PLANNING

 

Where are you now? Where do you want to go? Let’s develop a plan to get you there.

Contact us to book a financial consultation.

We will review your current financial condition, prioritize your goals, and provide you with recommendations.

Alliances:

True Equity Wealth Management LLC is a NAPFA registered-financial advisor, which is a professional association that supports fiduciary, fee-only financial planners. They provide resources and ongoing educations for fee-only advisors to better serve their community.

Michael J. Shea, owner and financial planner is a CFP® who offers comprehensive financial planning advice. The CFP® board requires professionals to adhere to a strict code of ethics and standards of conduct, as well as follow a standardized financial planning process. This helps give clients the confidence they’re partnering with a financial advisor who will put them on the path to a secure future.

As an Enrolled Agent Michael has unlimited practice rights in representing clients with their tax matters before the IRS. XYPN is a network of fee-only advisors where regardless of someone’s age or assets, their fee-for-service financial advisors are dedicated to working in your best interests.

Dimensional Fund Advisors is an asset management company we use comprising of many PHDs and CFAs committed to evidence-based investing and research. The majority of DFA’s funds can only be accessed through approved advisors. They provide many resources to advisors regarding investment research and portfolio construction and act as partners to independent firms.

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