1563 Postal Road 3B,
Insurance, Investment, Financial Planning - Strategies Tailored To Your Family's Needs
Steve McCartin, CFP®, ChFC®, LUTCF®, 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.
Together, we will create a financial strategy tailored to your goals, objectives & time horizon.
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.
Educating my clients on a sound financial roadmap is just the start.
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 !
Our Experienced Team Can Help!