Bill A. Shea

Further information about Bill A. Shea:

Bill specializes in creating Retirement Distribution Strategies for clients who are preparing for retirement who must navigate the complex structure of the tax code to help maximize their retirement income and minimize taxes if under age 59 1/2. Additionally, Bill educates clients who are nearing age 70 1/2 or older in the management of IRA assets helping each person plan for Required Minimum Distributions. By building sound, customized income distribution plans and paying attention to details are hallmark attributes that Bill exemplifies as he works with clients and their families to reduce their tax liability, enhance retirement income and in meeting legacy planning goals to preserve IRA wealth for the next generation.

Bill received the highly sought after financial planning credentials Certificate in General Insurance (1988), Certificate in Financial Planning (1991), and the designations Chartered Life Underwriter (CLU in 1994), Chartered Financial Consultant (ChFC in 1997) Chartered Advisor for Senior Living (CASL in 2005) and obtained his CERTIFIED FINANCIAL PLANNER(TM) certification in 2008.

Bill holds the General Securities Registration, Principal and Municipal Securities Registrations. Current and past memberships include: The Financial Planning Association (FPA), International Association of Financial Planners (IAFP), National Association of Personal Financial Advisors, International Association of Qualified Financial Planners and member of FSC Broker Dealers President's Elite Club, which represents the highest level of performance nationally for one the country's largest Independent Broker Dealers.

Compensation and Fee Structures:

Client friendly

Licenses, Certifications & Affiliations:

Certificate in General Insurance (1988)
Certificate in Financial Planning (1991)
Chartered Life Underwriter (CLU in 1994)
Chartered Financial Consultant (ChFC in 1997)
Chartered Advisor for Senior Living (CASL in 2005)
CERTIFIED FINANCIAL PLANNER(TM) certification (2008).

Bill holds the General Securities Registration, Principal and Municipal Securities Registrations.

Current and past memberships include: The Financial Planning Association (FPA), International Association of Financial Planners (IAFP), National Association of Personal Financial Advisors, International Association of Qualified Financial Planners and member of FSC Broker Dealers President's Elite Club, which represents the highest level of performance nationally for one of the country's largest Independent Broker Dealers.

Education:

B.A. Business Management, Texas Tech University, 1985. Additional advanced studies in Personal Financial and Retirement planning.

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Further information about Shea & McMurdie Financial:

(Size of firm: 0-9 advisors)

Shea & McMurdie Financial, your personal advocate in a complex financial world. As your personal financial consultants, we provide you with the unbiased guidance and solid marketplace intelligence you need to make confident, individual or corporate financial planning and retirement planning decisions.

Through two generations and 35 years of experience, we have consistently provided our advice to the unique goals and objectives of our particular clients. Not all financial planners and brokers do this effectively. But at Shea & McMurdie, we have learned that the integrity of our counsel is the reason our relationships last and the reason our clients succeed.