Retirement & Career Transition Strategies

Retirement & Career Transition Strategies

Hello, and welcome to my website! My name is Phil Sheehan, I have been married to my wife Donna for 39 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

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Newsletters

Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

Hot Topic: Historic Stimulus Strives to Spur Economy

In an attempt to address the nation's ongoing economic challenges, Congress has passed and the president has signed the American Recovery and Reinvestment Act of 2009. The $787 billion package is remarkable not only in its scale and scope but in the speed of its passage as well.

The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

What You Can Learn from LIBOR

To investors around the world, LIBOR is more than a mere benchmark for short-term interest rates. It’s a proxy for how global markets view the outlook for the U.S. economy.

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