Orange County - Financial Advisor, Retirement & 401(k) Plan Specialist

OurFirm

Michael D. Shea,   RFC, CIC, CRM

Registered Financial Consultant

Independent Financial Advisor & Wealth Manager with Specialization in Retirement Financial Planning, Legacy Wealth Transfer, Growth & Income Investments, 401(k) Transfer/Rollover, 401(k) Defined Benefit Plans, Fixed and Variable Annuities, Professional Money Management, Stocks & Bonds, Notes, Certificates of Deposit, Private Equity, Oil & Gas, REITs, Real Estate, Tenant-in-Common, Delaware Statuatory Trust, and 1031 Exchange for Capital Gains Deferral.  GOLD KEY seeks to grow your wealth in good times, provide reliable retirement income,  and "Win by Not Losing." Michael D. Shea, RFC is the creator of the GOLD KEY Trend Change StrategyTM, which has the objective of keeping clients on the right side of the trend to side-step market down turns.

Scroll Down to view Mission Statement & Guiding Principles
 
Mission Statement  
  
    Delivering Superior Value and Service
 
 with Integrity is Our Promise,
 
Earning Your Trust and Loyalty
 
 is Our Reward.
              
  © Copyright 2002- 2010 All Rights Reserved - GOLD KEY Financial
 
 
Guiding Principles

GOLD KEY Financial was founded upon the enduring principles of Care, Trust, Honesty, Value, Accountability, and Service. GOLD KEY's core principles enable us to establish loyal, long-term trust relationships with our clients. Michael Shea is the financial advisor you refer to family and friends!

We Care Because It's Right! SM

Care for your welfare and success by first investing our time in listening to and understanding your needs.

Trust is fragile. GOLD KEY Financial is uncompromising in the high value we place upon your trust in us.

Honesty is never sacrificed! We are guided by Truth and what is right.

Value is our mission. We provide value in excellent service, cost efficiency, performance, quality business partners, and personal guidance.

Accountability to our clients, laws, regulators, and above all, God Almighty, because what is right matters.

Service is delivered with care, courteously, timely, and accurately.

Collaboration - at your request we form a strategic team to include your CPA, attorney, and family advisors for professional custom plan results. Collaboration integrates your tax, estate, legal, family legacy, and benevolent objectives.

© Copyright 2002 - 2010 All Rights Reserved - GOLD KEY Financial

  Why Should You Invest With GOLD KEY Financial?

Today's turbulent markets require accurate market assessments, candid client communication, and decisive action to protect capital during periods of high market volatility and bear markets. Our clients' describe the GOLD KEY Financial experience as educational and helpful in restoring investment confidence. Because our clients feel comfortable with their GOLD KEY Financial Plan, they are positioned to significantly increase the likelihood of reaching their retirement income and investment objectives. The result - "The GOLD KEY Financial Sleep Quotient." You can set your mind at rest.

The GOLD KEY Financial Team believes it is vital for us to fully understand our clients' needs, objectives, risk profile, and legacy aspirations. We first listen to understand our clients' financial position & current circumstances, as well as their short and long-term goals.

"We Care & First Invest Our Time in You!" SM

Michael Shea, Registered Financial Consultant, is an Independent Financial Advisor. He is free to offer a very broad range of traditional and non-traditional investment programs. With a keen focus on growing your wealth for college, retirement, legacy and philanthropy, Michael is also skilled on the distribution phase of your financial planning needs. Times of life transitions require a financial advisor who is devoted counsel clients on the steps necessary to navigate times of change.

Michael weighs the merits of one investment against another without the pressure or incentive to sell proprietary products. As your Independent Financial Advisor, he first diagnoses and then prescribes the most suitable investments that allow you to relax - " The GOLD KEY Sleep Quotient."  Confident that your objectives are understood and that your customized strategic financial plan is in place, you are free to do what you love to do!

As a Hybrid Fee Based Independent Financial Advisor, Michael Shea works with many of the highest ranked Institutional Money Management Teams in the country! With fee-based Institutional Money Management, your customized portfolio is continuously monitored and adjusted to work toward your financial goals. Your portfolio is daily Risk Managed to your individual risk profile. Clients are granted daily computer access to view their accounts. Fee-based planning aligns your objectives and financial success with your Independent Financial Advisors' - to grow your wealth! GOLD KEY Financial customized expert guidance typically costs less than the most common mass-marketed approaches! Michael Shea believes risk managed and unbiased independent financial guidance is essential to your long-term success.

"Protecting Assets & Growing Wealth" Since 1984

Michael's clients appreciate his caring consultative style, professional experience, integrity, independence and customized strategic solutions. He is the creator of the financial planning tool GOLD KEY Retirement Investment Plan, which is unique only to GOLD KEY Financial. The GOLD KEY Retirement Investment Plan is a Retirement Planning tool which illustrates detailed financial plans in a very effective and brilliantly simple diagram!

Is your portfolio a hodge podge of mutual funds, stocks & bonds, annuities, CDs and savings accounts? Have your account values shrank? Are you receiving the personal attention you deserve from your advisor? Then, an investment performance review, expense analysis, and/or financial plan would likely greatly benefit you. Simply call 800-370-5802 to schedule a Complimentary GOLD KEY Retirement Investment Plan Portfolio Review. Learn how GOLD KEY Financial's growth and income producing strategies can help Grow Your Wealth Over Time.

It's Your Money - Know Your Options!

Discover The Benefits of Fee Based Investment Management

Get To Know Us
Complimentary GOLD KEY Portfolio Consultation
949-305-4110 or 800-370-5802

Michael D. Shea,   RFC, CIC, CRM

24031 El Toro Road, Suite 330, Laguna Hills, CA 92653

Located in the Laguna Hills Civic Center - Directions

800-370-5802 or Email: Mike@GOLDKEYAdvisors.com
Michael holds the following earned designations:
RFC® - Registered Financial Consultant
CIC -    Certified Insurance Counselor
CRM - Certified Risk Manager
  Copyright 2002 - 2010 All Rights Reserved - GOLD KEY Financial

Material discussed is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary therefore, the information should be relied upon when coordinated with individual professional advice.
Friday, September 3, 2010

Michael D. Shea, GOLD KEY Financial 800-370-5802; Investment Advisor Representative of and Advisory Services Offered Through: QA3 Financial, LLC, An SEC Registered Investment Advisor. Registered Representative of and Securities Offered Through: QA3 Financial Corp. Member FINRA/SIPC . GOLD KEY Financial is not affiliated with QA3 Financial Corp. Licensed to serve clients in California, Oregon and New Jersey. "Serving Clients with Integrity" Since 1984 California Insurance License #0791148.

Material discussed is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary therefore, the information should be relied upon only when coordinated with individual professional advice.

GOLD KEY Financial offices are located in the Laguna Hills Civic Center in Orange County, California, 92653. Michael Shea RFC is a holistic financial planner specializing in all aspects of retirement planning. GOLD KEY Financial offers a broad range of non-correlated assets and alternative investments, which seek to generate reliable investment income and return of principal. Michael Shea is your trustworthy advisor of choice whom you refer to friends and family. Mike Shea offers a free financial consultation and portfolio review, and or second financial opinon. Michael is a graduate of CSUF with a BA in Business Administration. He has keen insight into current financial markets and economic trends. Michael D. Shea, RFC, Registered Financial Consultant, Orange County Financial Advisor, is an IRA and 401k rollover specialistI.  a.k.a. IRAs, Individual Retirement Account, 401(K) Rollover, 401 k Rollovers, 401K Roll Over, 401k Plan, or 401k Plan Rollover.  GOLD KEY Financial offers 401k Help, Institutional Money Management, mutual funds, ETFs, Exchange Traded Funds, Retirement Planning, Retirement Income Advice, IFL, Income for Life, and Income For Life Planning.  Learn about annuities that offer Guaranteed Income, Lifetime Income, Life Time Income, Inflation-Adjusted Income, Inflation Adjusted Retirement Income, and Income for Retirement.
 
Michael D. Shea, RFC is a AT&T Retirement Specialist serving AT&T Craft and Management Employees for their ATT 401k and AT&T Pension Retirement Benefits Plans for the communication industry. 
Michael also offers professional exit planning and 401k and pension retirement advice to SBC, PacBell, Legacy T, Verizon, Qwest and Amdocs, COX, Edison, Pacific Gas & Electric, Chevron, Standard Oil, HP, IBM, Hughes, Boeing, personel.
Michael D. Shea, RFC is a Verizon Retirement Specialist serving Verizon Craft and Management Employees for their Verizon 401k and Verizon Pension Retirement Benefits Plans for the communication industry. 

GOLD KEY Financial also offers fixed annuities, SPIA, variable annuitiesFixed Income, Bonds, Municipal Bonds, Stock Dividend Investments, Dividend Income Investments, as well as Life Settlements that buy your life insurance policy for cash. You can also ask about: Trade Annuity, Exchange Annuity, Sell Annuity, Annuity Help, 1035 Exchange, Exchange Life Insurance, or an Annuity Exchange.  Michael Shea, RFC can assist with your Starker Exchange, 1031 Exchange, Tax Deferral, Tax Deferred Exchange, 1031 Exchange Property, 1031 Replacement Property, 1031 Tax Exchange, Orange County Real Estate, Orange County Commercial Real Estate, Like-Kind Property, Like Kind Property, Section 1031, 1031 Exchange Replacement Property, IRC 1031, as well as your 3 property rule, 45 day rule, 45 day rule, 45 day identification period, 200% rule, Qualified Intermediary, QI, Qualified Exchange Accomodation Agreement, and Relinquished Property questions.  Call to inquire about Capital call, Real Estate, Apartments for sale, Income Real Estate, Commercial Property, Class A Building, Apartment Property, Multi Family Building Invesments,  Industrial Property, Tenant in Common, Tenant-in-Common, TIC, Real Estate Investments, Land Banking, and Real Estate Investment Income.  GOLD KEY Financial represents KBS Reits, Wells REITs, Behringer Harvard Reits, Inland Reits, and Cornerstone Reits. A REIT is also known as a Real Estate Investment Trust.  Call for (BEI) Business Exit Strategy, Business Exit Planning, Business Exit Strategist, and Business Exit Strategy assisance.  GOLD KEY Financial offers Trust Investment Services, Endowment Investment Services, as well as Investment Services for Philanthropic Organizatons. Michael Shea offers a free review of investments, Stocks, Bonds, variable annuities, equity index annuities and your CD renewal, CDs, Certificate of Deposit. If your objective is to Increase your Rate of Return, Interest Rate, Interest Rates, we can help.  GOLD KEY Financial offers solutions for deferral of capital gans, Defer Capital Gains, and Passive Losses. Alternative Investments, Secured Notes, Variable Annuities, Equity Index Annuities, American Equity, EIA, Fixed Inded Annuities, Index Annuities, Moral Investing, Social Investing, Value Investing may be solutions to your concerns.  For investors seeking Royalty Income, Oil and Gas Royalty Income, Investments in Natural Gas, and Mineral Rights Royalty Income investments, call Michael Shea to discuss available investment options.  

GO LD KEY Financial serves all of California, Oregon, South Orange County, Saddleback Valley and the following cities of San Clemente, 92672, 92673, 92624, San Juan Capistrano, 92675, Mission Viejo, 92691, 92692, Ladera Ranch, 92610, Coto de Caza, 92679, Rancho Santa Margarita, 92688, Anaheim, Foothill Ranch, 92610, Lake Forest, 92630, Portolla, Irvine, 92618, 92603, 92604, 92612, 92614, 92620, 92657, Tustin, 92780, Orange, 92705, 92682, 92689, Newport Beach, 92660, 92663, Corona Del Mar, 92625, Laguna Beach, 92651, Dana Point, 92629, Laguna Niguel, 92677, Laguna Hills, 92653, Laguna Hills Civic Center, Laguna Woods, 92637, Leisure World, Costa Mesa, 92626, 92627, Orange County California, Santa Ana, Anaheim, Huntington Beach, 92646, Fountain Valley, 92708, Orange County, South Orange County, Inland Empire, San Diego, Southern California, California, Saddleback Valley, Saddleback Valley Orange County, Orange County Saddleback Valley, CA, Anaheim 92801, 92802, 92803, 92804, 92805, 92806, 92807, 92808, 92809, 92812, 92814, 92815, 92816, 92817, 92825, 92850, 92899, Brea 92821, 92822, 92823, Buena Park 90620, 90621, 90622, 90623, 90624, Costa Mesa 92626, 92627, 92628, Cypress 90630, Fountain Valley 92708, 92728, Fullerton 92831, 92832, 92833, 92834, 92835, 92836, 92837, 92838, Garden Grove 92840, 92841, 92842, 92843, 92844, 92845, 92846, Huntington Beach 92605, 92615, 92646, 92647, 92648, 92649, La Habra 90631, 90632, 90633, La Palma 90623, Los Alamitos 90720, 90721, Orange 92856, 92857, 92859, 92861, 92862, 92863, 92864, 92865, 92866, 92867, 92868, 92869, Placentia 92870, 92871, Santa Ana 92701, 92702, 92703, 92704, 92705, 92706, 92707, 92708, 92711, 92712, 92725, 92728, 92735, 92799, Seal Beach 90740, Stanton 90680, Tusin 92780, 92781, 92782, Villa Park 92861, 92867, Westminister 92683, 92684, 92685, Yorba Linda 92885, 92886, 92887Aliso Viejo 92653, 92656, 92698, Dana Point 92624, 92629, Laguna Hills 92637, 92653, 92654, 92656, Laguna Niguel 92607, 92677, Laguna Woods 92653, 92654, Lake Forest 92609, 92630, Mission Viejo 92675, 92690, 92691, 92692, 92694, Newport Beach 92657, 92658, 92659, 92660, 92661, 92662, 92663, Rancho Santa Margarita 92688, San Clemente 92672, 92673, 92674, San Juan Capistrano 92675, 92690, 92691, 92692, 92693, 92694 Ladera Ranch 92694, Coto De Caza 92679 Anaheim Hills 92807, 92808, 92809, 92817 Dove Canyon 92679