Our uncompromising service is to provide financial solutions that enable you to accomplish what you value most. We realize that each client is unique and that each financial solution must be individualized to meet each client’s needs, goals and dreams.
McCormack Financial Planning’s range of services include advice on a single financial concern, the development of a comprehensive, financial plan or anything in between. We will work with you to create a cost-effective approach to growing your assets while maintaining constant adherence to capital preservation.
Our experience has allowed us to develop a disciplined process to our financial planning.
- thoroughly review your current financial and personal information to understand current circumstances.
- assess your tolerance to varying levels of risk.
- listen carefully to your stated goals and financial needs and work collaboratively with you to further define those goals and needs.
- develop an integrated strategy to meet your financial needs, including analysis and recommendations on any current investment portfolio.
Our range of services include
- Financial Planning
- Asset Management & Investment Strategies
- Tax Planning
- Estate & Trust Planning
- Risk/Insurance Management
- Administrative Services & Reporting
- Closely Held Business Planning
- Charitable Planning