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. |
