I am passionate about building relationships with financial professionals to help custom tailor retirement plans and offer high-touch service to meet the needs of our mutual clients. I’ve spent 30 years working with financial professionals learning about their goals and aspirations for serving clients. My family and I live in Coto de Caza, CA where we enjoy golfing, gardening, traveling, fishing, and camping. Serving today’s open business market? Let’s meet their unique retirement plan needs together. Ameritas tailors retirement plans to organizations of all sizes, shapes and personalities. It’s our sweet spot. So, we’re open and flexible by design. When it comes to your clients, one size doesn’t fit all. That’s why Ameritas offers so many plan options, and a team ready to roll up their sleeves and get creative.We offer a full range of retirement plan types for diverse organizations. A wealth of ways to customize. Broad recordkeeping capabilities. High-performance service teams for every touchpoint, every stakeholder. High-tech tools. High-touch support.Learn more here (copy & paste): https://www.ameritas.com/industry-professionals/retirement-plans/Your future and the financial future of your clients matter at Ameritas. I’m on a mission to help our existing firms have their best year ever; and to recruit more firms who share this belief this year than ever before. If you’re looking for custom tailored retirement plans from a main street market leader, contact me at 714.349.3706 or email kevin.mccarthy@ameritas.com.Kevin McCarthy offers securities using the following business name: Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.organd www.sipc.org).Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC or its representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.
