Smart Strategies to Acquire, Grow, and Protect Your Assets
Real Estate Sales and Investments
Shea Asset Management Group specializes in helping clients buy, sell, and invest in real estate while incorporating financial strategies that support long-term security and asset growth. Our unique approach ensures that every transaction aligns with your overall asset allocation strategy, providing a holistic path to financial independence.
We offer expertise in:
- Residential and commercial real estate sales
- Real estate investment strategies for conservative and moderate investors
- Probate real estate services for families managing estate transitions
Our goal is to help clients build wealth through real estate while making informed investment decisions that align with their long-term financial goals.
Insurance and Asset Protection
Financial security starts with protecting what you have built. Our insurance and asset protection services are designed to safeguard your home, business, and financial well-being against unforeseen events. We provide customized risk management solutions that align with your overall financial plan, ensuring stability and peace of mind.
Areas of coverage include:
- Homeowners, auto, and commerical business insurance
- Life, disability, and long-term care insurance
- Estate and asset protection planning
By integrating insurance planning into your overall financial strategy, we help you reduce risk and secure your future.
Investment and Financial Strategies
Effective financial planning requires a well-structured asset allocation approach that balances growth, stability, and risk management. Using our signature Money Matters Assesment (MMA) Report, we develop customized financial plans to align with your unique investment decisions and risk tolerance.
Our approach includes:
- Savings and budgeting strategies
- Retirement planning and infinite banking
- Tax-efficient financial strategies
We specialize in financial coaching to help clients make informed investment choices that support long-term financial security. Our focus is on education, advisory, and strategy development rather than direct investment management, ensuring clients are equipped to navigate their financial situations with confidence.
Educational Workshops and Financial Training
Financial literacy is a critical component of long-term success. Shea Asset Management Group offers interactive financial workshops that provide practical knowledge on personal finance, wealth-building, and asset protection strategies.
Our workshops cover:
- Real estate investment and first-time home buying
- Wealth-building and asset protection strategies
- Business planning and risk management
- Personal finance and financial literacy training
Workshops are available in-person, online, and through private consultations, ensuring accessibility for individuals at any stage of their financial journey.
Public Speaker and Author
Shikilia Caro, founder of Shea Asset Management Group, is a recognized financial coach, public speaker, and author, specializing in wealth-building, financial education, and business resilience. Her presentations provide real-world insights, practical strategies, and hands-on learning experiences for individuals, business owners, and organizations.
Key focus areas include:
- Wealth mindset and financial independence
- Business resilience and financial planning
- Overcoming financial challenges through strategic decision-making
Your Partner in Wealth, Growth & Protection
Over 25 years of expertise in real estate, insurance, and financial advisory
Client-focused, faith-based approach with a commitment to long-term success
Comprehensive services designed to support every stage of financial growth
We believe in providing a legendary client experience by offering reliable, transparent, and tailored solutions that align with your personal and professional financial goals.
Let’s Talk About Your Future
Shea Asset Management Group is committed to helping individuals, families, and business owners acquire, grow, and protect their wealth. Whether you need expert guidance in real estate transactions, asset protection, investment strategies, or financial education, our tailored solutions are designed to support your financial goals at every stage.
Now is the time to take control of your financial future. Let’s work together to create a strategy that secures your assets, maximizes opportunities, and empowers you with financial confidence.
Frequently Asked Questions
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+1. What makes Shea Asset Management Group different from other real estate and financial firms?We take a comprehensive approach to wealth-building, integrating real estate, insurance, and financial coaching into a single, cohesive strategy. Our expertise allows us to align investment decisions with financial goals, ensuring clients experience long-term financial security and asset protection.
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+2. Do you offer investment management services or just advisory?We provide advisory and coaching services, not direct investment management. Our focus is on education and strategic financial planning, helping clients make smart investment decisions and optimize their asset allocation for maximum growth and stability.
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+3. Are your financial workshops free or paid?We offer both free and paid workshops, depending on the topic, time allocation, and audience. Sessions are available in-person, online, and through private consultations, making it easy to access the financial education and coaching needed for wealth-building and personal finance management.