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February 09, 2012 @ 02:19 PM

Nasdaq Composite 2,928.61+ 12.75
S&P 500 1,353.89+ 3.93

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Retirement & Career Transition Strategies

Retirement & Career Transition Strategies

Retirement Strategies

My name is Phil Sheehan and welcome to my website! I have been married to my wife Donna for 42 years and I think that helps me bring a family first focus to my clients and their families respectively. I would like introduce you to my family pictured above; my wife (Donna) and I, our two sons Phil & Jeff, our daughter in law Melissa and our grand daughters 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.
 
Over the years I have been fortunate enough to have become friends with my client base, sharing family stories and experiences as we have built our relationships respectively. My focus now is to work in a way that I am providing a high level of service to my clients while taking on new clients on a referral basis only (referrals from current clients). Please browse this website, use the tools and/or educational material and use the link to send me an email with any questions you might have. I wish you a wonderful day!
 
Accepting New Clients by Referral Only

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