Kevin McCarthy discusses how his company helps clients secure their financial future.
Listen to the interview on the Business Innovators Radio Network:
At McCarthy Financial Group, their mission is to get to know and understand their client’s needs, wants, and long-term goals. They want to help develop, implement, and monitor a strategy that’s designed to address each person’s individual situation.
They understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Their commitment is to utilize their resources to help people pursue their goals. They believe in thinking “out of the box” and are not afraid to challenge conventional wisdom in their approach to investing and preserving wealth. All of their energy, commitment, and efforts are focused on the client and their satisfaction.
Kevin explained that: “Today’s economic environment presents many challenges. But along with these challenges come opportunities and potential rewards for those who can identify long-term trends. Whether you’re facing retirement—or looking to understand certain investment ideas better—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 risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.”
About Kevin McCarthy
Since 1987, Kevin McCarthy has been dedicated to creating a financial investment plan and model portfolio based on each client’s unique goals and risk tolerance. Learning early on that each investor is unique and no single investment account is right for everyone, Kevin has been able to guide his clients in proper asset allocation offering each client a clear and personalized perspective with consistent performance.
In 1993, Kevin founded McCarthy Financial Group, PA, a family owned, full-service financial planning firm. Built on honesty, integrity and personal service, McCarthy Financial Group seeks to improve our clients’ sense of security when it comes to their financial future. Through his practice, Kevin has been able to complement each one of his clients by offering a very simple approach: identify the client’s needs and goals, design and implement a plan of action, and more importantly, monitor and evaluate performance regularly and revise the plan as needed.
As a Licensed Insurance Agent, Securities Licensed Registered Representative and Investment Advisor Representative, Kevin understands how necessary it is to have access to virtually every investment and estate-planning vehicle to better benefit his clients. Kevin is qualified and licensed to offer a variety of fixed insurance products such as annuities, life insurance, and long-term care, as well as a full range of registered securities from stocks, bonds, mutual funds, and CD alternatives.
Learn More: https://www.mccarthyfinancialgroup.com/
Kevin C. McCarthy is a registered representative of and offers Securities and advisory service through Madison Avenue Securities, LLC. (MAS) a registered investment advisor, member FINRA & SIPC; MAS and McCarthy Financial Group, P.A. are not affiliated companies. Registered Investment Advisor – A170302
Investing involves risk, including the potential loss of principal. It is not possible to invest in an index. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This book is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. McCarthy Financial Group is not permitted to offer, and no statement made during this presentation shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by McCarthy Financial Group.
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