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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.