Our Mission

How We Work

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

One of our primary goals is to develop a long-term, trusting relationship with you.

About Us

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up.

Why Choose Us

Years of experience have prepared us to guide you through your life transitions.

What We Do

At McCarthy Financial Group, P.A., we want to guide you through the rocky terrain that lies ahead in retirement.

Meet the Team

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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