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Retirement Planning

Advocating Your Financial Future

Simply put, Shea & McMurdie retirement planning services are designed to help you enjoy retirement as you define it. With the help of your Shea & McMurdie Advisor, we will review and consider every aspect of your finances, including financial projections, budgeting, debt management, investment management, insurance, estate planning and taxes. We will consider special circumstances, such as travel, living in two locations or long-term care concerns. We then devise a strategy defining where you are today, where want to be tomorrow, and how to get there. Once you begin working your plan, we remain at your side, helping you monitor your progress and adjust your plan as your individual situation dictates.