Retirement & Career Transition Strategies

Working together for you and your family

Hello, and welcome to my website! My name is Phil Sheehan, I have been married to my wife Donna for 35 years having recently celebrated that milestone in August. We have two grown sons, (Phil and Jeff) and a wonderful daughter-in-law (Melissa) as well as two very wonderful granddaughters (Alexa and Sarah). My financial planning process evolves around my ability to "get to know" my clients, understand their goals, understand their current financial and lifestyle situation and build a plan that engages me with the client, forming a partnership for Your Future, Your Way. It is my hope that I may continue to leverage my experience, work ethic, follow through, attention to detail in a way that I benefit people I work with today and every day.
Calculators

Savings Accumulation

Estimate the future value of your current savings.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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Newsletters

What’s in It for You?

The Economic Stimulus Act of 2008 contained favorable provisions that will benefit small business. It appears that the government wants to inspire businesses to spend freely, too.

Estimate Your Estate

It is imperative to have an estate conservation strategy. Taking an inventory of your assets is a good place to start.

For Income, Pick Up This Split

A split-annuity strategy can help you begin receiving an income stream that has the potential to last well into the future.

It's Not as Bad as You Think

Economic indicators, including GDP, are signaling continued growth, but consumer confidence is lower than it's been in years. Why do these figures seem to be moving in opposite directions?

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