At Sheehan Financial, our vision is to provide a high level of service to a finite number of clients. We focus on what you truly want first, rather than matching products that may not be right for your retirement and financial planning needs. If you’re concerned about how changes in the stock market will affect your money or are looking for a balanced approach to your finances in retirement, we can help.
A Clear Outlook for Our Future
A Clear Outlook for Our Future
At Sheehan Financial, our vision is to provide a high level of service to a finite number of clients. We focus on what you truly want first, rather than matching products that may not be right for your retirement and financial planning needs. If you’re concerned about how changes in the stock market will affect your money or are looking for a balanced approach to your finances in retirement, we can help.
A Balanced Planning Approach
Retirement and Financial Planning
Will your investments and assets be there for you when you need them?
We focus on developing a plan that aims to provide you with liquidity and income to help meet your long-term goals.
Distribution Planning
What role will your deferred compensation plan play in your retirement?
We can help with strategies and distribution options that are specific to your retirement income needs.
Working with Our Military
Do you have a Thrift Savings Plan, or are you considering opting out of your Survivor’s Benefit?
If you want to find out more about the income options available, then Sheehan Financial can help.
A Balanced Planning Approach
Retirement and Financial Planning
Will your investments and assets be there for you when you need them?
We focus on developing a plan that aims to provide you with liquidity and income to help meet your long-term goals.
Distribution Planning
What role will your deferred compensation plan play in your retirement?
We can help with strategies and distribution options that are specific to your retirement income needs.
Working with Our Military
Do you have a Thrift Savings Plan, or are you considering opting out of your Survivor’s Benefit?
If you want to find out more about the income options available, then Sheehan Financial can help.
Integrity Always
Sheehan Financial in Knob Noster, Missouri serves clients across the Warrensburg, Johnson County and Central Missouri region. We focus on helping people feel confident about their future through a balanced approach to financial planning. We know your trust must be earned continually and we are committed to transparency in the investment strategies and financial options we recommend when we develop your retirement income plan.
CLIENT-FOCUSED \\ EXCELLENCE IN ALL WE DO
Integrity Always
Sheehan Financial in Knob Noster, Missouri serves clients across the Warrensburg, Johnson County and Central Missouri region. We focus on helping people feel confident about their future through a balanced approach to financial planning. We know your trust must be earned continually and we are committed to transparency in the investment strategies and financial options we recommend when we develop your retirement income plan.
CLIENT-FOCUSED \\ EXCELLENCE IN ALL WE DO
