We know choosing an advisor isn’t easy.

We invite you to meet our team. We’ll start by answering any questions you may have about our services or your situation. To schedule a consultation or learn more about our team, please fill out the following form or call us. We look forward to hearing from you soon.

Donna Sheehy, CFP®

3060 Alternate 19N

Palm Harbor, FL 34683

T 727.943.8813

Price is what you pay. Value is what you get.