Sheehan Financial Advisors, LLC is a personal financial planning and registered investment advisory firm with the goal of providing personalized, objective and expert financial advice and services which larger firms are unable to successfully deliver.
Since the practice of personal financial planning is an ongoing process, your personal advisor will monitor your plan regularly to assure your planning goals and objectives are being achieved. Our planners take a proactive approach in providing a clearly written plan, based on a comprehensive personal interview, which will outline our recommendations to successfully attaining your financial goals.
We can provide creative solutions to your business succession, retirement and estate planning concerns as well as strategic income tax planning advice to optimize your overall tax position. In addition, we offer fee-based asset management services, and insurance counseling.
Click here to learn about our Wealth Management Solutions.