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

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

January 2021 Monthly Outlook - Welcome to 2021

I hope you and your loved ones had a good holiday season and a Happy New Year.

I was looking forward to writing an upbeat outlook but the events of the last few days make that harder to do, and make me think of this quote: “I can calculate the motions of the heavenly bodies, but not the madness of people.” - Isaac Newton

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<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.

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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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