ABOUT
Shea Assets Management Group
Established in 1999 as a one-stop real estate and financial services organization. Our mission is to grow and protect the assets of families and businesses through real estate, insurance, investment products, and educational workshops while increasing financial consciousness. Shea’s vision is to become a premier real estate and insurance resource helping families to transition through life’s changing times more efficiently. We are focused on meeting each client exactly where they are so that we can take the next steps toward achieving their financial goals. Shea’s core values are faith, community, growth, honesty, love, security, and accountability.
Shikilia began her love and devotion for financial services while studying at Berkley College. Her innate ability to understand each client offers her the opportunity to determine their individual needs, wants & desires. In effort to diversify her knowledge, Shikilia obtained her Texas Real Estate Instructors License to teach Real Estate Finance. Shikilia’s background, travels, life experience, and commitment to excellent service, has helped her develop the best financial strategies and real estate plans designed to meet each client’s current, and more importantly, future needs. Shikilia Caro, continues her journey to establish financially healthy families and businesses through one-on-one consultations, workshops, and the book she authored, “Wealth is a Mindset: Your Guide to Financial Success”, which was published in 2019.
Shikilia Caro
Founder & CEO
Shikilia began her love and devotion for financial services while studying at Berkley College. Her innate ability to understand each client offers her the opportunity to determine their individual needs, wants & desires. In effort to diversify her knowledge, Shikilia obtained her Texas Real Estate Instructors License to teach Real Estate Finance. Shikilia’s background, travels, life experience, and commitment to excellent service, has helped her develop the best financial strategies and real estate plans designed to meet each client’s current, and more importantly, future needs. Shikilia Caro, continues her journey to establish financially healthy families and businesses through one-on-one consultations, workshops, and the book she authored, “Wealth is a Mindset: Your Guide to Financial Success”, which was published in 2019.
Workshops
Speaking Topics
- Protect Your Assets Now!
- Building Your Financial Home
- Money Mistakes Women Make
- How to Grow Your Money & Spend Your Denaro
- Change Your Mindset & Change Your Money
- Youth & Money Talk
Texas Real Estate Commission (Approved 2 hour Continuing Education Course)
- Can Your Business Survive a Tragedy?
- To help Realtors position themselves to survive unforeseen tragedies.
- To assist Realtors with creating a retirement fund that they don’t outlive.
- Empower Realtors to create and leave a legacy for generations to come.
Sip & Learn Workshops (13 Module Series)
- Wealth: Security is a State of Mind
- Cash Flow Detailing
- Life Insurance is for The Living
- Survivor Needs (children, spouse, parents, business, etc.)
- Types of Life Insurance
- Progress Towards Retirement Goals
- What is an Annuity?
- Insurance Needs & Asset Protection (Personal & Business)
- Disability Income
- Long-term Care Analysis
- What is Probate?
- Building Your Financial Team
- Change Your Mind, Change Your Money
