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Retirement Done Right!


We strive to have our clients, their families, and our entire community be able to live fuller, more meaningful, and purpose-driven lives because of what we do for them. 

Retirement Planning

 

 

Estate Planning
 

 

 
Investment Advice
 

 

 

 

 
Tax Minimization
 

 

Advisors
 

 

Better Tomorrows

At McCarthy & Cox, our goal is to help our clients secure the financial future they desire. We work closely with our clients to develop a financial strategy that takes their unique needs into consideration. We will ensure that your goals are defined, offer you the right financial guidance, and help you navigate the path toward better tomorrows. You will work directly with our advisors to ensure your financial needs are recognized. Tom McCarthy, Jim Cox, Ryan Mickelson, and Mark Finney are CERTIFIED FINANCIAL PLANNER™ practitioners. As such, they adhere to the comprehensive planning process endorsed by the College of Financial Planning. Considering each client’s financial challenges, our advisors have successfully provided the much-needed solutions for our clients, ensuring they are confident in their plan. 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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Interactive Workshops
 

 

Upcoming Interactive Workshops:

  • January 29, 2019 | Der Dutchman in Plain City
  • January 30, 2019 | Bella Vino Wine Room 112 S Main St. Suite #2 Bellefontaine
  • February 5, 2019 | Der Dutchman in Plain City

We are planning more interactive workshops beginning in 2019. Our complimentary workshops are specifically tailored to educate associates at Honda who are planning to retire within the next five years. With lump sums going down and interest rates going up, making the best decision for your retirement lifestyle can become a complex decision.

We have assisted associates for many years navigate through the pros and cons of payouts and know what questions you should consider before determining which is best for you.

If you would like to discuss your options prior to our upcoming 2019 workshop dates, give us a call!  (937) 644-0351

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