Kate McCarthy
With a background in finance and client services, Kate understands the importance of superior customer service and individualized attention.
Kate McCarthy has always believed that financial planning is about more than numbers—it’s about helping people build the future they deserve. With over 20 years of experience, she’s dedicated her career to guiding clients through life’s financial complexities with expertise and compassion.
Kate holds her CRPC® (Chartered Retirement Planning Counselor) designation from the College of Financial Planning, specializing in retirement planning. Her dedication to excellence was recognized by the Cleveland Plain Dealer, where her career and motivation were highlighted, showcasing her unwavering commitment to her clients.
A proud graduate of Magnificat High School in Rocky River, Ohio, Kate earned her undergraduate degree from DePaul University in Chicago and MBA from Ashland University.
Today, Kate specializes in helping clients navigate the transition into retirement, offering clear guidance on investment strategies and retirement planning. With her extensive experience in retirement plan operations and investment management, she simplifies complex financial rules, ensuring clients feel confident and secure about their decisions.
We understand that financial planning can be complex, and you may have questions about our services, investment strategies, or retirement planning. Our FAQs provide clear answers to help you make informed decisions with confidence.
Financial planning is evaluating your current financial situation, setting long-term goals, and creating a roadmap to achieve them. It’s essential because it provides clarity, helps you manage your resources effectively, and prepares you for unexpected challenges, ensuring a secure financial future.
A financial advisor can provide expert guidance if you’re unsure about how much you need for retirement, your current savings strategy, tax optimization, or how your investments are performing. We help you make informed decisions and stay on track toward your goals.
Our financial planning services include:
- Assessing your financial health.
- Setting short- and long-term goals.
- Developing tax-efficient strategies.
- Crafting personalized investment and savings plans.
- Ongoing monitoring and adjustments.
Retirement planning involves setting financial goals, saving, and investing for your post-work life while creating strategies to sustain income throughout retirement. It’s never too early—or too late—to start. The sooner you begin, the more flexibility you’ll have to achieve your desired retirement lifestyle.
In your first year, we’ll:
- Analyze your retirement feasibility.
- Assess your progress toward retirement goals.
- Provide tax planning strategies.
- Offer investment recommendations tailored to your needs.
Our investment strategies focus on:
- Assessing your risk tolerance.
- Diversifying investments across asset classes.
- Crafting portfolios for long-term growth.
- Regularly evaluating and adjusting your investments to align with market changes and personal milestones.
Yes! We collaborate with attorneys and accountants to provide a holistic approach to your financial plan. This includes tax management, trust and wealth transfer strategies, and real estate management. We offer referrals to local professionals if needed.
Getting started is simple. Contact us via our website or phone to schedule an initial consultation. We’ll discuss your financial goals, evaluate your current situation, and outline the steps to create a personalized plan for your future.
Your Financial Goals Deserve a Personal Touch
With a hands-on approach—no departments, no handoffs—Kate and her team are with you every step of the way.