In our world of stock market highs and lows, it’s easy to lose sight of what’s really important. We’re all trying to get to the top of the mountain by saving as much as we can for our retirement and other lifestyle goals. However, once we’ve reached the top and we have our nest eggs as we enter retirement, the real challenge becomes making it back down the mountain and having the money from our nest eggs, last our lifetime. At McCann Asset Management, we take the time to really understand what you’re trying to accomplish by developing a holistic financial plan that is customized to you and your life.
Our 6-Step Process
We have a pattern to our thinking; a process that allows us to stop and think about the ramifications before we make a recommendation. Our strategic and powerful McCann Asset Management Six Step Process will provide you with your personalized financial strategy. It is our commitment to your future.
1 – Establish
Determines if our business model and method is a good fit with you and your needs.
2 – Evaluate
Helps you to clarify your goals and objectives and clearly communicate them to us.
3 – Optimize
Evaluates your current practices and progress towards achieving your goals & provides insight into best practices.
4 – Develop
We work with you to create a customized plan of action to help you meet your financial goals.
5 – Implement
We provide you with information, including disclosure of fees and risk, so you can be confident with the strategy.
6 – Keep
We monitor your investments, report progress and make suggestions on a periodic basis according to your needs.