Bill McCarthy & Associates

Description

We provide a free telephone consultation to anyone who calls our office. If we are able to analyze your situation over the phone we may be able to offer solutions for you-free of charge. If your situation is more complex we may suggest a face-to-face consultation — free of charge. After determining what may be an appropriate course of action for you we will tell you ahead of time if there would and charge for us to work with you.

There are many, many financial advisors but there are very few people who understand the all the legal and financial issues older adults face. Elder Law attorneys understand the legal issues but are not very familiar with all the financial issues. Mr. McCarthy has spent years becoming proficient in the legal issues, is a Registered Investment Advisor, holds numerous security licenses, has many insurance licenses and has had the experience of many years of helping people.

Another very important added dimension we provide is the estate planning component . It is not just enough to get the best return ON your money; we are also concerned about the return OF your money and how to protect it from future catastrophes. All these things work together and you should not be making decisions on one segment of your financial affairs unless you are comfortable how it fits in your overall picture.

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