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.