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Shaughnessy Mara 0011 pp 1 Elijah Heath

Mara Shaughnessy, Esquire

Mara Shaughnessy, Esquire Biography Mara Shaughnessy, Esquire Mara Shaughnessy is a seasoned professional with an extensive career spanning over 17 years, marked by her unwavering dedication to guiding individuals on their path to their goal of financial security. Professional Journey With a professional career that unfolds over 17 years, Mara Shaughnessy has been a stalwart

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Heath Elijah LPL 4708 pp 1 Elijah Heath

Elijah Heath CFP®, ChFC®, CLU®

Elijah Heath CFP®, ChFC®, CLU® Biography Elijah Heath CFP®, ChFC®, CLU® Professional JourneyWith over 20 years as a financial professional, Elijah Heath CFP®, ChFC®, CLU®, is dedicated to helping individuals and families pursue their financial goals.  He uses his established processes in an effort to address quality investments with the appropriate financial goal, taking into consideration his

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Financial Planning Guide: What to Discuss with Your Financial Advisor Annually (Part 1)

Year End Review – What Your Financial Advisor Should Discuss (Part 1) When working with a financial advisor, there are two important reviews you want to be included in your fees – the annual review and a year-end review. The annual review should cover your financial plans and adjust for any life or financial goal

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wealth building

Creating Financial Goals That Build Generational Wealth

What types of financial goals have you created for yourself and your family? Maybe you started with the basics –a monthly budget and a savings account. Later, you may have spoken to a financial advisor to tackle credit card debt, build your emergency fund, contribute to an IRA or your employer’s pension plan, and how

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