Kevin Mccarthy Email & Phone Number

I'm a Financial Advisor that focuses on working with individuals to help them transform their financial future and achieve their personal-financial goals with a unique approach tailored to fit their situation.I help individuals identify their primary risks in retirement by structuring a process to help them mitigate market downturns while protecting their life savings.▶▶▶ Are you an Executive or Professional working hard to climb up the corporate ladder to achieve your personal income and retirement goals?Chances are you are busy fighting fires and dealing with new challenges that come with a corporate management position.Most executives and professionals spend long hours helping their company and projects become successful, but lose sight of their personal financial freedom goals.As a result, they unintentionally end up working more years than they planned to before retirement.▶▶▶ Are you a Teacher, State, or Federal employee that is relying primarily on a pension to take care of your retirement goals but unsure exactly what to expect?Odds are you are focused on putting in your time to reach those benefits but is it going to be enough to last and provide the lifestyle you want to have in retirement?▶▶▶Are you a Small Business Owner who has been laser-focused on your business and have not had a chance to look at your overall financial impact?Chances are you are still relying on annual income tax filling and your business plan to feel good about your financial future.Most business owners are busy running their business especially during a pandemic and ignore (or are unaware) of the implication your business can have on your Financial Strategy.Have you thought about the following:▶If you lost your job today , how much in savings to you have and how does this impact your retirement plan?▶Have you assessed your portfolio to see how it would perform if we were to face another market downturn such as the one from 2008 and early 2020?▶Do you know when you can retire and how much money you will need to retire comfortably to maintain the lifestyle you aspire to?If you need help with this, feel free to reach out by message here or email kevin@mccarthyfinancialgroup.com or call (305) 945-7630.Kevin C. McCarthy is a registered representative of and offers Securities and advisory service through Madison Avenue Securities, LLC. (MAS) a registered investment advisor, member FINRA & SIPC; MAS and McCarthy Financial Group, P.A. are not affiliated companies.

Listed skills include Insurance, Mutual Funds, Retirement Planning, Small Business, and 16 others.

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  Barry University

  Financial Planning And Services