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.
Dave is a Massachusetts South Shore boy through and through. He grew up in Duxbury, MA, has lived in Scituate, MA and has resided in Pembroke, MA since 1986 with his wife, Pam, and their 5 children. He’s the proud Papa to 3 grandchildren. He has always been active in his community. Shea served as President of the Pembroke Chamber of Commerce from 2010 to 2017. He coached for 14 years in Pembroke Youth Baseball and served on the Executive Boards of Pembroke Youth Hockey and Pembroke Youth Baseball, He has also been a member of St. Thecla’s Parish Council.
1Through NYLIFE Securities LLC, member FINRA/SIPC, A Licensed Insurance Agency & New York Life Company, and Agent, New York Life Company, 1050 Hingham Street, 3rd Floor, Rockland, MA 02370
2Neither New York Life Insurance Company, nor its agents or affiliates, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.
3Guarantee is backed by the claims-paying ability of the issuer.
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.
- Personal Insurance Protection
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- Retirement Planning
- Accumulation Phase
- Distribution Phase
- Lifetime Income Strategies
- Pension Maximization
- Estate Planning
- Wealth Management Solutions
- Special Needs Planning
- Charitable Planning
- Education Funding
- Business Continuation
- Partnership Buyout Strategies
- Deferred Compensation Plans
- Qualified Retirement Planning
- 401(k) Plans
- SEP IRAs
- Simple IRAs
- Profit Sharing Arrangements
- Key Employee Protection
- Employee Retention Programs
- Traditional IRAs
- Roth IRAs
- 529 Plans
- Brokerage Accounts
What We Do
OVER 20 YEARS EXPERIENCE
In the world of Financial Services, experience matters!
I am able to provide my clients with numerous insurance and investment solutions from a number of prominent companies.
ELITE CLIENT ATTENTION
My clients' needs are my #1 priority!
ResourcesBelow are some valuable tools to help you navigate through my process.
Dave has provided advice and a strategy to secure my future financial needs. For the past 4 years we touch base on a regular basis and continually review the “plan”. Long-Term Health Care and Annuities for secure income have been added to my other investments to round out my portfolio. I feel like I am in a secure place for the future and I highly recommend his services.
Since March 2010, I have been working with David to establish a series of financial strategies for both myself and for my dad. During this time I have found Dave to be extremely professional, thought provoking, engaging, knowledgeable and always quick to provide relevant insight to my desired goals and a wide array of financial products. Dave has won my confidence, which allows me the comfort of knowing many of my financial worries are being met. It is with great admiration that I write this letter of recommendation on his behalf.
I was nervous walking into Dave’s office as this next part of our lives was a big step. I wasn’t sure we could afford to retire. Dave immediately put me at ease and told me he would work with me to create a plan that would meet our needs. Dave treated us, not just as clients, but, as friends and his expert financial advice has allowed my wife and me to relocate to Florida with the security our family was looking for. Dave exceeded all our expectations!
1050 Hingham Street, 3rd Floor
Rockland, MA 02370
Fax: (781) 347-9798