Kate McCarthy, CRPC, M.B.A.

Personal Financial Advisor with over 20 years of experience, helping clients shape portfolios according to personal goals, based on quality, risk and cost. Cash flow analysis is used to predict retirement income, the earliest retirement age and how long funds are expected to last, based on Monte Carlo simulations. I help clients work on the appropriate action plan based on this analysis. We work as a team, if changes need to be made, I offer them. Every client's circumstances are unique and change over the years. I will make adjustments and modify the data as needed. I strive to give clients options and flexibility when they most need it. Financial security gives people peace of mind; this is my personal goal for each client.

Hours

Monday: 9AM - 4PM
Tuesday: 9AM - 4PM
Wednesday: 9AM - 4PM
Thursday: 9AM - 4PM
Friday: 9AM - 1PM
Saturday: ClosedSunday: Closed