How are you feeling about your 401(k)? Would you survive an audit? As an employer, do you understand your fiduciary responsibilities and what is truly at risk? Your personal assets ARE at risk! Do your employees really understand their retirement plan benefits?
Have you heard about the amazing power of Whole Life insurance? It can be used for so much more than merely providing a death benefit in the event of your passing, although that is important.
Can I really get an extra $1,000 per month in retirement? What would it take for me to reach my retirement lifestyle goals? How can I position my portfolio to better handle market volatility?
What happened to your portfolio last time the stock market had a “correction”? Were you stressed out? Were you up all night worrying? Did you have to delay your retirement plans? Are your retirement plans still in limbo?
Find out what it will take to accomplish your goals. Retire on your own terms. Send your children to the best colleges. The Advisors at McCann Asset Management can develop a holistic financial plan that is custom made just for you and your life.
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.
Determines if our business model and method is a good fit with you and your needs.
Helps you to clarify your goals and objectives and clearly communicate them to us.
Evaluates your current practices and progress towards achieving your goals & provides insight into best practices.
We work with you to create a customized plan of action to help you meet your financial goals.
We provide you with information, including disclosure of fees and risk, so you can be confident with the strategy.
We monitor your investments, report progress and make suggestions on a periodic basis according to your needs.