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Let’s Look Forward Get Organized The Power of Tax-Deferred Growth Rightsizing for Retirement

Think About It.

Let’s Lay a Solid Foundation for Your Future

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Our Process

Expert advice in plain English.

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Our Team

It's simply our family helping your family grow, generation after generation.

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Our Value

Just a clear plan to live a more confident retirement with guilt-free spending.

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Welcome to Shea FINANCIAL SERVICES

DON'T WORRY.

GET CONFIDENT.

Don't worry, it all can be OK. At Shea Financial Services, our retirement planning process helps give you the confidence that you can live the retired life you've always imagined.

That means less uncertainty about your retirement income and lifestyle. Less anxiety about how to get where you need to be. Less stress about what life looks like on the other side of retirement. Just a clear plan to live a more confident retirement with guilt-free spending.

Once you go through our process, you know exactly where you stand. So sit back and relax: we're here to help make your retirement dreams a reality.

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Hello There.

Meet Our Team

Get Ahead.

Check Out Our informative videos

Dave Shea

Dave Shea

President, Financial Advisor

Michael Shea

Michael Shea, CFP®

Financial Planner

Michele Shea

Michele Shea

Office Administrator

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4 Critical Social Security Facts

Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about  important Social Security facts and what you should know as an investor.