Financial Planning

The McCarthy Wealth Management comprehensive financial planning process begins with developing a deep understanding of your needs and goals so we can design a comprehensive plan and roadmap to help you get there.

Your Financial Plan can include any or all of the below subject areas:

• Wealth Management
• Cash Flow Analysis and Advice
• College Funding
• 401(k) and 403(b) Management
• Tax Planning
• Retirement Planning
• Insurance Planning and Risk Management
• Charitable Gifting
• Estate Planning and Estate Settlement
• Real Estate Scenarios and Mortgage Planning

McCarthy Wealth Management planners hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and have demonstrated competency through rigorous exam, a standard of ethics, and continuing education requirements in all planning disciplines. A relatively small proportion of individuals who call themselves financial advisers or planners meet the requirements of the CFP® designation.