A Holiday Gift We'll Give You Any Time of the Year

Did You Know....Sheehan & Company offers these services complimentary (all year long)?

• Review of Wills and Trust Agreements.
• Review of Business Agreements.
• Review of 401(K) plans.
• Review of Employee Fringe Benefit Plans.
• Review of Merchant Services agreements.
• Life Insurance policy review.
• Health Care Proxies
• Review of tax returns not prepared by our firm.

As a valued client of our firm your success and financial well being is paramount to us. We often find our clients are exposed to excess taxes, high fees, and inefficiencies in many of the documents or products listed above. We would be happy to review these documents and provide an assessment, “free of charge.” We will also recommend corrective action which should be considered to meet your financial goals and maximize and protect your wealth.

Please contact your Sheehan Service Partner to learn more about what we need to get started. 631.665.7040