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Simplify your financial future with McCarthy Solutions
If you're planning for retirement, growing your investments, or navigating life’s big decisions.
McCarthy Solutions is ready to help you build a customized plan for you.
McCarthy Solutions is ready to help you build a customized plan for you.
Why Choose a Financial Advisor?
Managing your finances shouldn’t feel like a solo marathon—it’s about having the right partner to guide you every step of the way. At McCarthy Solutions, Kate McCarthy offers over 20 years of experience and a personal touch that always puts you first, always.
Experience personalized financial guidance where you’re always our top priority. No departments. No handoffs. Just Kate and her dedicated team focused on your unique goals and dreams. From planning for retirement to navigating life’s major milestones, we’re here to simplify the process and give you the confidence to focus on what matters most.
Experience personalized financial guidance where you’re always our top priority. No departments. No handoffs. Just Kate and her dedicated team focused on your unique goals and dreams. From planning for retirement to navigating life’s major milestones, we’re here to simplify the process and give you the confidence to focus on what matters most.
Retirement Projections
Stress-test your plans for peace of mind.
Goal-Oriented Financial Planning
From a second home to college savings, we help you achieve your dreams.
Tax-Efficient Strategies
Maximize your investments with smart planning.
Ongoing Investment Management
Stay on track with consistent, proactive management.
Step-by-step guidance to achieve your financial goals with confidence and clarity
1
Assessment
Evaluate the client's current financial situation and identify needs, including to ensure their long-term goals and challenges.
2
Strategy Development
Create tailored financial strategies to address the client's needs, including investment, tax, and risk management plans.
3
Implementation
Execute the recommended strategies and regularly review them to ensure they remain aligned with the client's objectives.
OUR MISSION
Guiding Your Financial Future with Integrity
Our mission is to provide personalized, trustworthy financial guidance that empowers our clients to achieve their goals. We pride ourselves on delivering solutions rooted in integrity, transparency, and a deep commitment to our clients’ success.
CLIENT FOCUSED APPROACH
Financial Planning Aligned with Your Goals and Values
We believe that every client’s journey is unique. That’s why we take the time to listen and understand your needs.
Our client-centered approach fosters long-term relationships built on trust and mutual respect. With no departments or handoffs, clients can count on our dedicated team.
Our client-centered approach fosters long-term relationships built on trust and mutual respect. With no departments or handoffs, clients can count on our dedicated team.
Own Your Financial Future
Kate McCarthy is a trusted financial advisor with 20+ years of experience who is dedicated to helping clients achieve financial clarity and growth. As a Certified Retirement Planning Counselor and Investment Advisor with over two decades in wealth management, Kate specializes in creating customized investment and planning strategies tailored to your unique goals. If you’re planning for retirement, or navigating major life changes, we provide expert guidance to help you achieve clarity and peace of mind.
Managing your finances can feel overwhelming, especially with the constant changes in tax laws, investment options, and economic conditions. Even if you have the skills to handle your investments, do you have the time to stay on top of it all?
A financial advisor provides expert guidance, helping you create a tailored plan to meet your goals, navigate life’s uncertainties, and optimize your investments for tax efficiency. With a trusted advisor by your side, you gain peace of mind, knowing your financial future is in capable hands.
Take charge of your financial future.
A financial advisor provides expert guidance, helping you create a tailored plan to meet your goals, navigate life’s uncertainties, and optimize your investments for tax efficiency. With a trusted advisor by your side, you gain peace of mind, knowing your financial future is in capable hands.
Take charge of your financial future.