8051 W 24th Ave,
Guiding you through today’s harsh economic climate with your goals in mind.
So that your portfolio represents your comfort level, not ours.
Do You Know Your Risk Number?
It may surprise you. Find your capacity for Risk...
Try out the handy tool that helps you determine your Investment Comfort Zone in less than 5 minutes!
McCarthy Financial Group P.A
We Help You Plan, Grow and Protect the Rest Of Your Life Money!
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
That’s where my firm comes in.
Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.
For more information about my firm and our services, please call. I would enjoy learning more about your goals and dreams.
Kevin was interviewed on Business Innovators Radio discussing how to maximize Social Security Income.
Guidance on Effective Claiming Strategies to Empower You to Thrive in Retirement. Available in digital and paperback.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.