Sean Oshea

Background

About Sean Oshea

As a CERTIFIED FINANCIAL PLANNER™ professional, I believe success should be measured not just by your financial well-being, but by how confident you feel in your future. My mission is to help you work towards your financial goals through a relationship based on personalized, knowledgeable advice. As an Accredited Investment Fiduciary® and full-service qualified plan consultant, we provide a thorough process to help plan sponsors evaluate, understand and implement comprehensive retirement programs. Plan Sponsor Co-Fiduciary Services: • Investment Policy Statement assistance and monitoring • Assistance with changes in investment options • Quarterly Performance reporting • Ongoing investment recommendations • Education services to plan committee • Plan search support/vendor analysis Participant Solutions: • Employee education & communication • Help create plan for employee retirement education & enrollment • Help participants stay the course • Help participants convert retirement savings into retirement income CERTIFIED FINANCIAL PLANNER™ practitioners have an authoritative understanding of financial planning strategies, allowing me to act as your employees’ Retirement Coach to: • Listen, Inform, Answer questions, Interpret information • Help them to establish and accomplish their retirement saving goals CERTIFIED FINANCIAL PLANNER™ Accredited Investment Fiduciary® Chartered Retirement Planning CounselorTM Series 24* Series 66* Series 7**All registrations held with LPL Financial Life, Accident and Health Long-term Care CRPC conferred by College for Financial Planning. The AIF is awarded by the Center for Fiduciary Studies, a division of fi360, Inc. The Center for Fiduciary Studies is the standards-setting body for fi360 and develops and maintains the Prudent Practices that are the foundation upon which fi360 is built. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit https://highpointplanningpartners.com/