Sheehy Financial Services LLC

People First, Money Second

 

Sheehy Financial Services LLC is a full service financial firm specializing in working with retirees and people approaching retirement. Mike Sheehy CFP has developed a speciality in helping people with all aspects of their retirement.

It begins before retirement by guiding and helping you to put the steps in place to transition from working to retirement. Properly transfering / rolling over accounts from your employer retirement account to an IRA based on your unique situation and needs. Finally, working together throughout your retirement to meet your income needs and pass on assets to your heirs.

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

More Calculators →

July 04, 2009 @ 11:23 AM

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