"I have a passion for educating individuals, families and businesses about their finances by empowering them with proper education and resources through a hands-on, tailored and client-centric process to assist clients in achieving their Maximum Wealth possible given their lifestyle choices.
As an advisor, I strive to increase my clients net worth by 25 - 50% with no additional out of pocket expense and no additional risk. Through the course of my clients lives they are empowered to do 4 things:
1. Create the Maximum Wealth Possible
2. Spend and Enjoy the maximum on a guaranteed basis, without fear of running out.
3. Then, pass it on to:
a. Family
b. Charities
c. Government
d. Financial Institutions
4. Make sure 1, 2, and 3 happen under all circumstances."
Chris Shea
Financial Advisor