Personal Finance and Retirement Planning in NH

personal finance retirement planning

Personal Financial Planning NH

As your career and family grows and changes, so does your need for sound financial planning. At William J. Shea CPA, our tax professionals will strategize and guide you towards achieving your personal financial goals.

Financial Planning

  • Property investment and sales

  • Incentive stock options

  • Brokers and financial products

  • Financing a first home

  • Divorce, health issues and death of a spouse

Personal Retirement Planning NH

We provide ongoing personalized education to maximize the retirement lifestyle you have worked for, while making the most of your financial investments both now and in the future.

Retirement Planning

  • Social Security withdrawal planning

  • 401K contribution maximums

  • Deductible and nondeductible IRA contributions

  • SEP ( Simplified Employer Pension) Contributions

  • Tax code benefits for seniors

Finance and Retirement Planning in Southern NH

With longstanding experience in personal financial guidance and retirement planning, William J. Shea CPA can help you plan for your future.

We service Manchester, Nashua, Bedford, Amherst, Mt. Vernon, Littleton, Wilton, Hollis, Brookline, Milford, Merrimack, Londonderry, Windam, and Litchfield, New Hampshire. Contact us to schedule your finance consultation!