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

GOLD KEY Financial

24031 El Toro Road, Suite 330
Laguna Hills , CA  92653
Phone: 949-305-4110 or 800-370-5802
E-mail: mike@goldkeyadvisors.com

Map and Directions

Investment Advisor in Orange County, Financial Advisor in Orange County, Financial Advisor in South Orange County, Financial Planner in Laguna Woods, Retirement Financial Consultation, Financial Consultant, Retirement Success Coach, Retirement Planning in Orange County, Financial Advisor in Mission Viejo, Financial Advisor in Foothill Ranch, Financial Advisor in Irvine, Financial Advisor in Laguna Hills, Financial Advisor in Laguna Beach, Financial Advisor in Dana Point, Financial Advisor in Laguna Niguel, Financial Advisor in San Juan Capistrano, Financial Advisor in Saddleback Valley, Conservative Financial Advisor, Commercial Real Estate, www.qa3tic.com, Elder Planning, Retiree, Senior Citizen Financial Advisor, Baby Boomer Retirement Planning, Baby Boomer Financial Advisor. GOLD 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. Orange County Cities & Communities served by Michael D. Shea, RFC: * Anaheim Hills, Anaheim * Balboa Island, Newport Beach * Corona del Mar, Newport Beach * Crystal Cove / Pelican Hill, Newport Beach * Capistrano Beach, Dana Point * El Modena, Orange * French Park, Santa Ana * Floral Park, Santa Ana * Foothill Ranch, Lake Forest * Monarch Beach, Dana Point * Nellie Gail, Laguna Hills * Northwood, Irvine * Woodbridge, Irvine * Newport Coast, Newport Beach * Olive, Orange * Portola Hills, Lake Forest * San Joaquin Hills, Laguna Niguel * San Joaquin Hills, Newport Beach * Santa Ana Heights, Newport Beach * Tustin Ranch, Tustin * Talega, San Clemente * West Garden Grove, Garden Grove * Yorba Hills, Yorba Linda * Mesa Verde, Costa Mesa, 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

Laguna Hills Civic Center (City Hall)

CLICK ABOVE FOR A MAP!

Directions: GOLD KEY Financial, 24031 El Toro Road, Suite 330, Laguna Hills, CA 92653 - 949-305-4110

We are centrally located in the Laguna Hills Civic Center on El Toro Road next to the old Circuit City and directly across the street from from Macy's, west of the 5 Freeway. The Laguna Hills Civic Center's parking lots may be accessed from either El Toro Road or Paseo de Valencia.  From El Toro turn onto Regional Center, then left into the Laguna Hills Civic Center parking lot.

Enter the building from the doors under the arch and behind the large water fountain. Take the elevator to the third floor, exit and proceed straight ahead through the single hall door and proceed to the end of the hall to the double door entry of GOLD KEY Financial - Suite 330. We look forward to greeting you.

Office hours are 9:00 to 5:30, and appointments are required.  Michael schedules appointments two nights per week and one Saturday per month, for those that have careers that prohibit meeting Michael during normal office hours.

Note: Michael will be happy to visit you in your home should your condition limit your mobility, or if you don't drive.

About Michael Shea and his family
Michael presents financial concepts, strategies and information in an easy-to-understand format. He is the inventor of the "GOLD KEY Investment Plan, which illustrates financial plans in a single diagram. Clients frequently say: "For the first time I understand," "Finally, I get it," "Oh, that's how it works. He is a gifted teacher with a humerous style. He has taught "Saving & Paying for College" through the Saddleback Valley School District. Michael has written a column for the Senior Reporter Newspaper entitled "Its Your Money, a Financial Advisors Perspective." He has been "Protecting & Growing Assets since 1984."
Michael, his wife Su, son Ryan age 14, and dog Eli are long-term residents of Mission Viejo, CA.  Daughter, Allison age 27, is working toward her Masters Degree in the Seattle, WA area. Michael and Ryan are actively involved in Boy Scouts of America. Michael is an Assistant Scoutmaster in Troop 121. Ryan is a Troop Instructor, and holds the rank of Life Scout as he works toward his Eagle Scout promotion.
The Shea family is active in their church, and the church run Mercy Wharehouse (an outreach to people in need by providing free food, clothing and household items).
Tuesday, September 7, 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