Sheehy Financial Services LLC

People First, Money Second

Sheehy Financial Services LLC (DBA) is a full service financial firm specializing in working with retirees and people approaching retirement. Mike Sheehy is a CFP and is an Investment Advisor Representative with Cutting Edge Advisors . Mike 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.
Calculators

IRA Eligibility

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

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.

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Newsletters

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

HOT TOPIC: The Personal Saving Rate: What It Doesn't Mean to You

The term "personal saving rate" can be misleading. It doesn't define "saving" in the same way that most people do. What should the personal saving rate mean to you?

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

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