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(301) 837-9402
smccartin@osaicwealth.com
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McCartin Financial Services, LLC

1563 Postal Road,

Suite C-1
Chester, MD 21619


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Philosophy

Team

Resources

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Insurance, Investment, Financial Planning - Strategies Tailored To Your Family's Needs

Steve McCartin, , CFP®, ChFC®, LUTCF®, EA,  CPFA®, RICP ®, principal at McCartin Financial Services, will help take the mystery out of preparing for today and  tomorrow. Whether you are investing to build wealth, take care of your family in the event of a catastrophe, or preserving your assets with proper planning tools, his knowledge & personalized service will laser focus on your needs, wants, and long-term goals. Whether you are a 'first timer' or an 'old timer',  when you call to speak with a CERTIFIED FINANCIAL PLANNER™, you will get concierge service & plain spoken, honest advice that you deserve, directly from Steve, who has 30+ years in the financial services business and has built a reputation based on service above self; where every client is important.  



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Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.
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When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
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Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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Insurance  *  Investments * Financial Planning 

Together, we will create a financial strategy tailored to your goals, objectives & time horizon.

Build your financial future, one block at a time. Slow &#38; steady and you won't be overwhelmed !

Build your financial future, one block at a time. Slow & steady and you won't be overwhelmed !

Take care of your loved ones; consider starting with a basic term life insurance policy that may help preserve the lifestyle and college education dreams your  spouse & children deserve. Permanent life insurance can also be a valuable planning tool.

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Individual &#38; small business Financial Planning strategies that are easy to understand,&#160; implement &#38; follow through.&#160;

Individual & small business Financial Planning strategies that are easy to understand,  implement & follow through. 

Educating my clients on a sound financial roadmap is just the start.

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Life&#8217;s Milestones

Life’s Milestones

Financial advice for every situation. Learn how to dollar cost average & the magic of compounding interest !  Starting young is critical but you're never too old to get your financial house in order. Knock out debt & pay your mortgage off before retirement ! 

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Questions?

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