Investment

• Mutual Funds
  We treat your information with respect and concern for your privacy. We may disclose information about you to our staff, affiliates, representatives, their affiliated businesses, and nonaffiliated third parties who provide you with financial products and services. Nonaffiliated third parties may include retirement plan sponsors or third-party administrators, mutual fund companies, insurance companies and agencies, broker-dealers, and clearing firms. Our privacy policy is the same for current, as well as former clients. If you close your account, in the process of transferring your investments we may share your information with the new broker-dealer or custodian that you or your representative selects. If our representative servicing your account leaves us to join another firm, the representative is permitted to retain copies of your information so that he or she can assist with the transfer of your account and continue to serve you at their new firm. The representatives continuing use of your information will be subject to the new firms privacy policy.

Planning

• Retirement Planning
  For years the “buy and hold” (buy and hope!) method of retirement planning has been the rule of thumb for many pre-retirees.
• Asset Management
  Our goal is to provide tax-efficient products and strategies that reduce risk while improving returns for our clients through proper asset allocation, distribution planning and tax diversification.
• Asset Protection
  Shea Wealthcare is a financial services company that specializes in asset protection and retirement income products and services. Jack Shea is the principal owner of Shea Wealthcare. Shea Wealthcare only offers insurance products and services in states where licensed to do so.