Sheehy Financial Services LLC

People First, Money Second

Welcome! 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. First, properly transfering and rolling over accounts from your employer retirement account to an IRA based on your unique situation and needs, and ultimately working together throughout your retirement to meet your income needs and pass on assets to your heirs.