The Power to Create Financial Choices

 

Fee-Only Personal Financial Planning is an effective way for an
individual or family to create financial choices on the way to 
reaching unique goals.

Making choices that work for you is an important part of financial planning. 
We start with your individual circumstances. We review areas that need attention, such as retirement, education for children, and estate planning. From choices available today, we select ways to meet

goals that are tailored to be realistic and practical for you.

If you are already a client, I invite you to enjoy an array of 
resources I have selected for you in the Clients section.

Because we work together as a team, I hope 
they will assist you to generate some ideas on your own that we can build 
into financial options during our discussions.

If you are in the process of considering Fee-Only Financial Planning, we 
have designed the site so you can explore the real choices this approach opens up for you. 

This site was created for you, so I would welcome your comments.





John T McCarthy,  LLC is a federally registered investment advisor for the United States.  The Adviser may not transact business in states where it is not appropriately registered or exempt from registration.  Individualized responses to persons that involve either the effecting of transaction in securities or rendering of personalized investment advice for compensation will not be made without registration or exemption.

Creating Financial Options for you and your Family


Creating Financial Options