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Michael Shea

Michael Shea

40 Music Square East, Nashville (TN), 37203, United States

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(615) 800-6963

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About Applied Capital | www.appliedcapital.com
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Description WHAT I DO: I help healthcare professionals simplify their financial life by:

Figuring out how to consolidate, refinance, and quickly pay off student loan debt.

Understand the pros and cons of travel employment.

Gain more free-time in your life by developing a plan to support a true work/life balance lifestyle.

Plan a sabbatical or time off from your current career.

How to invest in a new business venture or deal with the sale of a business.

How to save outside of your retirement accounts and build liquidity in your investment portfolio.

Are you appropriately insured - Health, life, and disability.

Portfolio analysis and repositioning of assets to potentially save 15% to 40% in taxes.

Rollover old retirement plans.

Retirement planning for 1099 income.

WHO I WORK WITH: I partner with healthcare professionals including:

RNs - Registered Nurses
NPs - Nurse Practitioners
DNPs - Doctor of Nursing Nursing Practice
CRNAs - Certified Registered Nurse Anesthetists
MDs - Doctor of Medicine
DDS - Doctor of Dental Surgery

WHY IT WORKS: When you partner with me you get on-going, transparent, and simple advice. This includes access to efficient, low-cost investment portfolios, and an easy to follow plan to keep you on track to build financial freedom.

WHAT MAKES ME DIFFERENT: I am a CERTIFIED FINANCIAL PLANNER™ and I engage with you on a 1 to 1 consulting basis, to establish trust, and a deep understanding of your needs. I offer fee-based financial planning advice in all areas of personal finance. I work as an accountability and implementation partner helping you finish what you start and see things through to the end.

HOW IT WORKS: We begin with a FREE CONSULTATION via phone, video conference, or in person. We review and discuss your current situation, I obtain information, and create a tailored plan for you.

Schedule a FREE CONSULT or second opinion:
Blog: https://michaelsheaplanning.com/
Website: www.appliedcapital.c
  • 40 Music Square East, Nashville (TN), 37203, United States
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