Our Services
Planning a viable financial future for yourself can be a daunting task. The plan must ensure that you have more than enough money to retire on. Unexpected expenses and emergencies can arise. The investment climate will probably change several times before you retire. What about passing your estate on to your heirs? Can you be sure there will be enough money after taxes to go around?
At Shea & McMurdie, our CERTIFIED FINANCIAL PLANNER™ practitioners and Chartered Financial Consultants (ChFC) help you shape a sensible, practical, integrated plan that’s focused on your individual needs, means and circumstances. Since our advice is based on your best interests; you can rest assured you’re making decisions based on reliable information. What can we help you with today?