Our Financial Planning Process Tailoring to Your Personal Objectives Personal RelationshipAt Sheehy & Molinelli we develop a personal relationship with you so that we can stay focused on your objectives. We help you understand our management approach and investment outlook throughout changing marketing conditions. As independent financial consultants, we seek out strategies to build portfolios that match your objectives and risk tolerance. Through portfolio reviews, we stay attuned to your ever-evolving financial needs and can make appropriate adjustments to your investments.We believe our teamwork approach adds a broader perspective to all we do. Our team can help you through:Retirement planning processIn-depth fact-finding to reveal retirement goals and income needsIdentification of sources of income to address cash-flow needs at retirementCustomized retirement plan that highlights cash-flow shortfallsSpecific action steps required now to set the course toward a successful retirementRetirement planning analysisSocial security income optionsMedicare and supplemental medical insuranceLife insurance needsBeneficiary designationsWills/trusts and medical directivesLegacy planningFederal and state tax implicationsInvestment analysisReview of existing investment holdingsReview of pension or 401(k) plan holdingsEvaluation of risk toleranceDetermination of income cash flow needs from dividends and interestDesign of portfolios suitable for current and future objectivesYour resource for timely informationHealth insuranceLong-term careMortgage refinancingAuto buy vs. lease decisionsCollege savings plan for children or grandchildrenExisting college loan refinancing optionsOur experienced team has helped many people like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.*Financial planning services offered through LPL Financial, a Registered Investment Advisor. Our Software MoneyGuidePro® Making goal-based financial planning efficient and approachable by customizing our planning services to meet the unique needs of our clients. MGP Overview 2min from MoneyGuidePro on Vimeo. WealthVision Providing real-time, collaborate solutions that help both traditionally-advised and digital clients forge a clearer path toward their financial goals. Riskalyze Helping our clients to understand their tolerance for risk through innovative fact finding. Riskalyze Client Video from Riskalyze on Vimeo.