Shea Wealth Management

Sunny Day Financial is a financial planning firm in Plano, Texas. They offer a wide range of financial planning services, including portfolio management, retirement strategies, risk management, estate strategies, life insurance, and more. The firm is committed to providing its clients with the best possible financial advice and guidance. They work with their clients to develop customized plans that meet their individual needs. The firm has a team of experienced financial advisors who are dedicated to helping their clients achieve their financial goals.

Second Comma, based in Plano, TX, provides comprehensive financial services, specializing in investment services and financial planning. We offer a diverse range of investment options, including bonds, stocks, and various IRA accounts. Our services also encompass brokerage accounts, treasury bills, government securities, and variable annuities. We are dedicated to tailoring solutions to meet your unique financial needs. Our experienced team offers expert guidance in retirement planning (401(k), 403(b)), college savings, estate planning, and profit-sharing strategies, along with tax planning to optimize your financial position.

Life is a Journey and everyone has a different expectation when it comes to Financial Planning. Whether you consider yourself a Baby Boomer, Generation X (Gen X), or Generation Y (Gen Y or Millennial), I welcome the opportunity to meet with you and review your current Retirement Planning strategy. My purpose is to help you create an approach tailored to your unique needs and objectives for today and tomorrow. I look forward to serving you and your family.