At McCarthy Financial Group, P.A., we want to guide you through the rocky terrain that lies ahead in retirement. The financial landscape is very different in today’s harsh economic climate. The strategies of the past may no longer assure you the retirement you hope to have.
Our goal is to help alleviate this stress by providing guidance and support to our clients. Whether a client has significant assets to manage or is just starting to build wealth, we have the tools and experience to provide tailored services that meet their needs.
We have implemented Riskalyze, the world’s first risk alignment platform, which mathematically pinpoints how much risk you, the investor wants, how much risk you currently have in your portfolio, and how much risk you need to take to reach your goals.
We use Riskalyze, with one goal in mind: To build your portfolio to represent your comfort level, not ours.
With Riskalyze, we can find your Risk Number®, a number between 1 and 99 that pinpoints your exact comfort zone for downside risk and potential upside gain with a 95% Probability Range. The Risk number helps us ensure that your portfolio aligns with YOUR investment goals and expectations.
Watch the Video below to better understand how Riskalyze works.
Do you know your risk number?
It may surprise you. Find out your risk number in less than 5 minutes, with the link below.
About Us
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up.
Our Mission
Our mission is to get to know and understand your needs, wants, and long-term goals.
Why Choose Us
Years of experience have prepared us to guide you through your life transitions.
Meet the Team
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
