Broker Check
<b>From the desk of Jim McCarthy, CFP&#174;, ChFC&#174;</b>

From the desk of Jim McCarthy, CFP®, ChFC®

June 2022 Monthly Outlook - Fools Rush In?


I hope everyone is well and gearing up for some summer fun.  My oldest granddaughter, Isys, will be visiting for a few weeks this summer and interning in my office.

Our transition to Kestra is proceeding apace, and most of you have received the forms and completed them.  Others have received the forms but have not yet signed off.  Please call me if you have any questions on the forms.  Some of you will receive your forms this week.  Any significant transition is bound to run into issues no matter how well you plan in advance.  Our transition has been no different.

We are grateful for your patience with this process and your continued confidence in us.

Now on to the Monthly Outlook.

<strong>What Does Your Retirement Look Like?</strong>

What Does Your Retirement Look Like?

We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives. 

Words of Wisdom

"The investor of today does not profit from yesterday's growth."

- Warren Buffet

Meet the Team

Our Team

Our Team

Our professionals are ready to evaluate and support all your potential investments.

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About Us

About Us

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

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Our Philosophy

Our Philosophy

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

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