Get the Guide:

7 Steps to Financial Independence
for Mid-Career Professionals

Do what you want when you want...

Doesn't that sound great?

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.

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.

Thinking About Risk

Adequate insurance coverage is essential in helping protect your family and assets.

Estate Planning

Build and protect your legacy with estate planning.

Our Services:

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.

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.

Meet our team

We are fidcuaires who pride ourselves on educating our clients through comprehensive financial planning.

Michael J. Shea, CFP®, EA

Owner | Financial Planner