Retirement Done Right
We strive to have you, your family, and our entire community be able to live fuller, more meaningful,
and purpose-driven lives because of what we do.
Better Tomorrows
At McCarthy & Cox, our goal is to help you secure the financial future you desire. We work closely with you, our near retirement client, to develop a financial strategy that takes your 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.
Tom McCarthy, Jim Cox, Ryan Mickelson, Mark Finney and Megan McCarthy Collins 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 plans.
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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