ESTATE PLANNING
Planning your legacy is about more than just distributing assets—it's about preserving your life's work and ensuring your wishes are honored.
We work closely with attorneys and estate planners to create an estate plan. From trusts to wealth transfers, our approach ensures your loved ones are cared for while minimizing legal and tax burdens. Our team is dedicated to helping you achieve your financial goals.
Tax Planning
Taxes can significantly impact your wealth, but with proactive planning, they don’t have to. Kate offers strategies to make your investments and income streams more tax-efficient, helping you maximize your resources and stay on track toward your goals.
Whether it’s optimizing retirement accounts, leveraging tax-advantaged investments, or navigating complex regulations, we provide the guidance you need to keep more of what you earn.
Insurance Services
A strong financial plan is incomplete without the right protection in place. Insurance is a critical tool for safeguarding your financial future against unexpected events. Kate McCarthy is dedicated to helping you secure peace of mind by providing tailored insurance solutions to protect you and your loved ones.
Insurance Offerings
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Life Insurance: Protect your loved ones with whole life, term life, or universal life policies designed to provide security and stability in uncertain times.
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Disability Insurance: Safeguard your income with coverage that supports you in case of injury or illness.
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Long-Term Care Insurance: Plan for the future with coverage that addresses chronic conditions, age-related needs, and long-term care expenses.
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Annuities: Secure guaranteed income during retirement with annuity options tailored to your lifestyle and goals.
At every stage of life, our goal is to ensure you’re protected against the unexpected, so you can focus on what matters most.
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