DAVID W. SHEA, LUTCF®, CLTC®

Financial Services Professional

David Shea, LUTCF, CLTC, started his career in financial services in 1994. He excels at retirement planning, showing people how to create tax efficient2 income streams, protect assets from potential extended healthcare needs and costs, and help design strategies to ensure for a lifetime of guaranteed income3. He also works with businesses owners, helping to show them how to leverage, protect and grow their business. He has earned the designations of Life Underwriting Training Council Fellow (LUTCF) and Certified in Long Term Care (CLTC). He is a member of the National Association of Insurance and Financial Advisors (NAIFA).

Whether in front of clients or in front of a TV camera, Dave Shea has always strived to be the best in his profession. In addition to his career in financial services, Dave enjoyed a 34-year sports broadcasting career, 24 of them with the Boston Bruins. Shea was recognized for his accomplishments when he was inducted into the Massachusetts Hockey Hall of Fame in 2008. Read more about Dave Shea…

A look into my practice…

We all have a need to plan for the future, whether we’re single or married, whether we have a family or not, or whether we own a business or work for someone else. While we all share that common need, we are all different and require different approaches. I help my clients to clarify their goals, explain the different solutions, highlight the pros and cons of each and, ultimately, help them determine what path is the right one for them to take at different stages of their life.

To learn more a Dave Shea’s financial services visit: https://www.davesheaiis.com